Grantvest Financial Group LLC: XLV position timeline

Grantvest Financial Group LLC held 1,911 XLV 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 1,911 shares

   Change vs previous 13F +12 shares

   0.18% of the 13F portfolio, value $303,262.

   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 1,899 shares

   Change vs previous 13F -25 shares

   0.18% of the 13F portfolio, value $278,427.

   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 1,924 shares

   Change vs previous 13F -79 shares

   0.19% of the 13F portfolio, value $297,884.

   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 2,003 shares

   Change vs previous 13F -500 shares

   0.19% of the 13F portfolio, value $278,819.

   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 2,503 shares

   Change vs previous 13F +4 shares

   0.25% of the 13F portfolio, value $337,313.

   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 2,499 shares

   Change vs previous 13F +19 shares

   0.3% of the 13F portfolio, value $364,825.

   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 2,480 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $341,133.

   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).