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Disclosery

Palisades Hudson Asset Management, L.P.: GRID position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palisades Hudson Asset Management, L.P. on GRID, newest first. How the timeline and the estimate are built.

Palisades Hudson Asset Management, L.P. held 2,565 GRID 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 2,565 shares
    Change vs previous 13F +704 shares

    0.17% of the 13F portfolio, value $492,000.

    13F-HR 0001388443-26-000007 filed by Palisades Hudson Asset Management, L.P.
    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 1,861 shares
    Change vs previous 13F +277 shares

    0.12% of the 13F portfolio, value $304,000.

    13F-HR 0001388443-26-000004 filed by Palisades Hudson Asset Management, L.P.
    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 1,584 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $242,000.

    13F-HR 0001388443-26-000001 filed by Palisades Hudson Asset Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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