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Wiser Advisor Group LLC: GRID position timeline

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

Wiser Advisor Group LLC held 12,767 GRID shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,767 shares
    Change vs previous 13F +49 shares

    2.68% of the 13F portfolio, value $2,447,999.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor 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 12,718 shares
    Change vs previous 13F -10 shares

    2.51% of the 13F portfolio, value $2,080,360.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 12,728 shares
    Change vs previous 13F +444 shares

    2.23% of the 13F portfolio, value $1,947,662.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 12,284 shares
    Change vs previous 13F +1,949 shares

    2.31% of the 13F portfolio, value $1,855,816.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 10,335 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $1,436,729.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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