Grant Private Wealth Management IncGrowthConcentrated trader

CIK: 0002056418 | PLEASANTON, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	156	$222.9M	2026-10-19	SEC ↗
Q2 2026	13F-HR	164	$237.2M	2026-07-07	SEC ↗
Q1 2026	13F-HR	154	$188.5M	2026-04-14	SEC ↗
Q4 2025	13F-HR	135	$165.6M	2026-01-05	SEC ↗
Q3 2025	13F-HR	141	$162.1M	2025-10-07	SEC ↗
Q2 2025	13F-HR	70	$176.4M	2025-07-11	SEC ↗
Q1 2025	13F-HR	117	$92.7M	2025-04-17	SEC ↗
Q4 2024	13F-HR	111	$92.7M	2025-02-12	SEC ↗