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Disclosery

Grantvest Financial Group LLC: SMAY position timeline

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

Grantvest Financial Group LLC held 23,824 SMAY 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 23,824 shares
    Change vs previous 13F +1,063 shares

    0.39% of the 13F portfolio, value $676,125.

    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 22,761 shares
    Change vs previous 13F +673 shares

    0.39% of the 13F portfolio, value $598,817.

    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 22,088 shares
    Change vs previous 13F -149 shares

    0.37% of the 13F portfolio, value $573,550.

    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 22,237 shares
    Change vs previous 13F -5,053 shares

    0.39% of the 13F portfolio, value $563,152.

    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 27,290 shares
    Change vs previous 13F +3,019 shares

    0.49% of the 13F portfolio, value $654,141.

    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 24,271 shares
    Change vs previous 13F -167 shares

    0.46% of the 13F portfolio, value $569,155.

    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 24,438 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $605,818.

    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).