Grantvest Financial Group LLC: XLK position timeline

Grantvest Financial Group LLC held 9,739 XLK 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 9,739 shares

   Change vs previous 13F -44 shares

   1.08% of the 13F portfolio, value $1,855,429.

   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 9,783 shares

   Change vs previous 13F -252 shares

   0.84% of the 13F portfolio, value $1,300,177.

   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 10,035 shares

   Change vs previous 13F +5,090 shares

   0.93% of the 13F portfolio, value $1,444,768.

   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 4,945 shares

   Change vs previous 13F -40 shares

   0.96% of the 13F portfolio, value $1,393,828.

   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 4,985 shares

   Change vs previous 13F +8 shares

   0.94% of the 13F portfolio, value $1,262,239.

   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 4,977 shares

   Change vs previous 13F +188 shares

   0.83% of the 13F portfolio, value $1,027,612.

   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 4,789 shares

   Change vs previous 13F not available

   1.24% of the 13F portfolio, value $1,113,539.

   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).