Filer · Institutional
GRAND WEALTH MANAGEMENT,LLC
CIK 0001939443TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001398344-26-008767 · filed 2026-05-08
87
positions
Q4 202513F-HR
0001398344-26-001219 · filed 2026-01-26
84
positions
Q3 202513F-HR
0001398344-25-020083 · filed 2025-10-31
72
positions
Q2 202513F-HR
0001398344-25-013672 · filed 2025-07-24
72
positions
Q1 202513F-HR
0001398344-25-008796 · filed 2025-05-06
68
positions
Q4 202413F-HR
0001398344-25-002571 · filed 2025-02-12
66
positions
Q3 202413F-HR
0001398344-24-019887 · filed 2024-11-04
66
positions
Q2 202413F-HR
0001398344-24-014081 · filed 2024-08-08
58
positions
Q1 202413F-HR
0001398344-24-009082 · filed 2024-05-09
71
positions
Q4 202313F-HR
0001398344-24-001231 · filed 2024-01-29
74
positions
Q3 202313F-HR
0001398344-23-020350 · filed 2023-11-09
69
positions
Q2 202313F-HR
0001398344-23-014763 · filed 2023-08-14
73
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.