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Disclosery

Grantvest Financial Group LLC: SMH position timeline

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

Grantvest Financial Group LLC held 5,119 SMH 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 5,119 shares
    Change vs previous 13F -130 shares

    1.95% of the 13F portfolio, value $3,357,389.

    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 5,249 shares
    Change vs previous 13F -82 shares

    1.3% of the 13F portfolio, value $2,012,401.

    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 5,331 shares
    Change vs previous 13F -221 shares

    1.23% of the 13F portfolio, value $1,919,792.

    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 5,552 shares
    Change vs previous 13F +71 shares

    1.25% of the 13F portfolio, value $1,811,903.

    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 5,481 shares
    Change vs previous 13F -120 shares

    1.13% of the 13F portfolio, value $1,528,500.

    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 5,601 shares
    Change vs previous 13F +28 shares

    0.96% of the 13F portfolio, value $1,184,362.

    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 5,573 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,349,636.

    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).