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Highland Financial Advisors, LLC: GINN position timeline

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

Highland Financial Advisors, LLC held 46,412 GINN shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,412 shares
    Change vs previous 13F -203,870 shares

    0.8% of the 13F portfolio, value $3,655,873.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 250,282 shares
    Change vs previous 13F +12,724 shares

    4.51% of the 13F portfolio, value $17,095,221.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 237,558 shares
    Change vs previous 13F +2,078 shares

    4.82% of the 13F portfolio, value $17,365,549.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 235,480 shares
    Change vs previous 13F +5,966 shares

    4.99% of the 13F portfolio, value $17,387,392.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 229,514 shares
    Change vs previous 13F -2,673 shares

    4.96% of the 13F portfolio, value $15,463,615.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 232,187 shares
    Change vs previous 13F -7,864 shares

    4.89% of the 13F portfolio, value $13,669,700.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 240,051 shares
    Change vs previous 13F +1,683 shares

    5.12% of the 13F portfolio, value $14,774,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 238,368 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $14,548,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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