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Disclosery

Grantvest Financial Group LLC: SFEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantvest Financial Group LLC on SFEB, newest first. How the timeline and the estimate are built.

Grantvest Financial Group LLC held 32,842 SFEB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,842 shares
    Change vs previous 13F +851 shares

    0.5% of the 13F portfolio, value $861,926.

    13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,991 shares
    Change vs previous 13F -86 shares

    0.49% of the 13F portfolio, value $759,787.

    13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,077 shares
    Change vs previous 13F -4,976 shares

    0.48% of the 13F portfolio, value $753,861.

    13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,053 shares
    Change vs previous 13F -930 shares

    0.58% of the 13F portfolio, value $844,901.

    13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,983 shares
    Change vs previous 13F +9,004 shares

    0.6% of the 13F portfolio, value $810,994.

    13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,979 shares
    Change vs previous 13F +3,680 shares

    0.48% of the 13F portfolio, value $590,882.

    13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,299 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $544,280.

    13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).