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Grantvest Financial Group LLC: VOO position timeline

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

Grantvest Financial Group LLC held 4,625 VOO 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 4,625 shares
    Change vs previous 13F +42 shares

    1.84% of the 13F portfolio, value $3,176,339.

    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 4,583 shares
    Change vs previous 13F -149 shares

    1.77% of the 13F portfolio, value $2,738,280.

    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 4,732 shares
    Change vs previous 13F +166 shares

    1.9% of the 13F portfolio, value $2,967,867.

    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 4,566 shares
    Change vs previous 13F -232 shares

    1.93% of the 13F portfolio, value $2,796,169.

    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 4,798 shares
    Change vs previous 13F -14 shares

    2.02% of the 13F portfolio, value $2,725,129.

    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 4,812 shares
    Change vs previous 13F +589 shares

    2.01% of the 13F portfolio, value $2,472,996.

    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 4,223 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,275,563.

    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).