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Disclosery

Grunden Financial Advisory, Inc.: CI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grunden Financial Advisory, Inc. on CI, newest first. How the timeline and the estimate are built.

Grunden Financial Advisory, Inc. held 856 CI shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 856 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $235,509.

    13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 851 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $245,290.

    13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 847 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $279,884.

    13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 843 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $277,211.

    13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 839 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $231,589.

    13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 834 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $289,065.

    13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 831 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $274,747.

    13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 828 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $300,594.

    13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).