Grantvest Financial Group LLC: SMAX position timeline

Grantvest Financial Group LLC held 73,199 SMAX 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 73,199 shares

   Change vs previous 13F -1,182 shares

   1.18% of the 13F portfolio, value $2,039,698.

   13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 74,381 shares

   Change vs previous 13F -6,910 shares

   1.29% of the 13F portfolio, value $1,995,062.

   13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 81,291 shares

   Change vs previous 13F +26,039 shares

   1.4% of the 13F portfolio, value $2,191,239.

   13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 55,252 shares

   Change vs previous 13F -10,056 shares

   1.02% of the 13F portfolio, value $1,479,649.

   13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 65,308 shares

   Change vs previous 13F -3,868 shares

   1.26% of the 13F portfolio, value $1,700,620.

   13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 69,176 shares

   Change vs previous 13F -6,298 shares

   1.4% of the 13F portfolio, value $1,732,167.

   13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 75,474 shares

   Change vs previous 13F not available

   2.12% of the 13F portfolio, value $1,901,877.

   13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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