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Disclosery

Grantvest Financial Group LLC: SPYV position timeline

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

Grantvest Financial Group LLC held 4,436 SPYV 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 4,436 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $269,650.

    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 4,424 shares
    Change vs previous 13F +99 shares

    0.16% of the 13F portfolio, value $250,308.

    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 4,325 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $245,723.

    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 4,317 shares
    Change vs previous 13F -209 shares

    0.16% of the 13F portfolio, value $238,867.

    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 4,526 shares
    Change vs previous 13F +19 shares

    0.18% of the 13F portfolio, value $236,875.

    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 4,507 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $230,153.

    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).