TPG Financial Advisors, LLC: GRID position timeline

TPG Financial Advisors, LLC held 0 GRID shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,983 shares

   13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, LLC
   Filed 2026-05-08 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,983 shares

   Change vs previous 13F +73 shares

   0.1% of the 13F portfolio, value $303,439.

   13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, LLC
   Filed 2026-02-06 (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).

3. period ended2025-09-30

   13F 1,910 shares

   Change vs previous 13F -47,000 shares

   0.11% of the 13F portfolio, value $288,563.

   13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, LLC
   Filed 2025-11-13 (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).

4. period ended2025-06-30

   13F 48,910 shares

   Change vs previous 13F +45,728 shares

   2.72% of the 13F portfolio, value $6,799,468.

   13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
   Filed 2025-07-23 (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).

5. period ended2025-03-31

   13F 3,182 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $359,980.

   13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
   Filed 2025-04-16 (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).