Skip to content
Disclosery

Norris Financial Group, LLC: GRID position timeline

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

Norris Financial Group, LLC held 28,249 GRID shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,249 shares
    Change vs previous 13F +5,486 shares

    2.16% of the 13F portfolio, value $5,416,746.

    13F-HR 0002129318-26-000029 filed by Norris 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 22,763 shares
    Change vs previous 13F +652 shares

    1.22% of the 13F portfolio, value $3,723,572.

    13F-HR 0002129318-26-000002 filed by Norris 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 22,111 shares
    Change vs previous 13F +134 shares

    1.15% of the 13F portfolio, value $3,383,425.

    13F-HR 0002129318-26-000003 filed by Norris 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 21,977 shares
    Change vs previous 13F +50 shares

    1.21% of the 13F portfolio, value $3,320,285.

    13F-HR 0002129318-26-000004 filed by Norris 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 21,927 shares
    Change vs previous 13F +515 shares

    1.25% of the 13F portfolio, value $3,048,292.

    13F-HR 0002129318-26-000005 filed by Norris 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 21,412 shares
    Change vs previous 13F -11,945 shares

    1.13% of the 13F portfolio, value $2,422,340.

    13F-HR 0002129318-26-000006 filed by Norris 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 33,357 shares
    Change vs previous 13F +194 shares

    1.87% of the 13F portfolio, value $3,980,824.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 33,163 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,219,992.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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