Filer Snapshot

Grant/GrossMendelsohn, LLC

CIK 0001810677. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

18

Latest Filing

01 May 2025

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 01 May 2025 for CIK 0001810677.

View Source Filing
Business address
1801 Porter Street, Suite 500, Baltimore, MD, 21230
Top securities (13F)
TFLO, GLD, TCAF, JEPI, ORCL, VOO, COWZ, AGG, SCHG, SCHV, FUTY, AAPL, FSTA, FHLC, MSFT, SCHX, ITA, SHV, FMB, and PULS
State of incorporation
MD

Filer intelligence

What SEC filings say about Grant/GrossMendelsohn, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $179.87M across 134 reported holdings for Q1 2025.
  • Largest parsed 13F holding: TFLO at $17.84M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 134 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2025 - 01 May 2025

TFLO

9.9%

Ishares Tr

$17.84M

GLD

8.4%

Spdr Gold Tr

$15.13M

TCAF

4.4%

T Rowe Price Etf Inc

$7.88M

JEPI

3.3%

J P Morgan Exchange Traded F

$5.91M

ORCL

2.7%

Oracle Corp

$4.91M

Latest update

What changed recently for Grant/GrossMendelsohn, LLC

New filing available

Latest 13F period: Q1 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2025

Page type

Filer profile

Latest period

Q1 2025

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Grant/GrossMendelsohn, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2025. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Filer Overview

Grant/GrossMendelsohn, LLC has filed 18 SEC EDGAR filings since 15 Jan 2021. Common forms include 13F-HR.

Grant/GrossMendelsohn, LLC SEC filings Grant/GrossMendelsohn, LLC 13F portfolio

Latest Filings

Recent SEC filings for Grant/GrossMendelsohn, LLC with direct links to document and filing folders.

13F-HR File 028-20429

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
15 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
25 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
30 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
24 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
19 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
01 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
10 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
02 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
20 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
25 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
13 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
27 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
05 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
04 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20429

13F-HR filing

Filing date
15 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

Grant/GrossMendelsohn, LLC files with the SEC under CIK 0001810677. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .