Grand Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Grand Wealth Management going back to Aug. 25, 2022
- Grand Wealth Management 2026 Q1 - filed May 8, 2026 - new!
- Grand Wealth Management 2025 Q4 - filed Jan. 26, 2026
- Grand Wealth Management 2025 Q3 - filed Oct. 31, 2025
- Grand Wealth Management 2025 Q2 - filed July 24, 2025
- Grand Wealth Management 2025 Q1 - filed May 6, 2025
- Grand Wealth Management 2024 Q4 - filed Feb. 12, 2025
- Grand Wealth Management 2024 Q3 - filed Nov. 4, 2024
- Grand Wealth Management 2024 Q2 - filed Aug. 8, 2024
- Grand Wealth Management 2024 Q1 - filed May 9, 2024
- Grand Wealth Management 2023 Q4 - filed Jan. 29, 2024
- Grand Wealth Management 2023 Q3 - filed Nov. 9, 2023
- Grand Wealth Management 2023 Q2 - filed Aug. 14, 2023
- Grand Wealth Management 2023 Q1 - filed May 10, 2023
- Grand Wealth Management 2022 Q4 - filed Feb. 6, 2023
- Grand Wealth Management 2022 Q3 - filed Nov. 8, 2022
- Grand Wealth Management 2022 Q2 - filed Aug. 25, 2022
- Grand Wealth Management 2021 Q4 - filed Aug. 25, 2022
- Grand Wealth Management 2022 Q1 - filed Aug. 25, 2022