Grove Street Fiduciary, LLC
All 13F Filings
- Location
- Peterborough, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 236,847
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 75 | 236,847 | 13F-HR | Grove Street Fiduciary, LLC |
| Q1 2026 | 4/22/2026 | 74 | 227,012 | 13F-HR | Grove Street Fiduciary, LLC |
| Q4 2025 | 2/3/2026 | 76 | 239,242 | 13F-HR | Grove Street Fiduciary, LLC |
| Q3 2025 | 10/31/2025 | 73 | 211,523 | 13F-HR | Grove Street Fiduciary, LLC |
| Q2 2025 | 8/13/2025 | 73 | 207,381 | 13F-HR | Grove Street Fiduciary, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.86 K | 9.7% | 2.015 K | 0 | 2.015 K |
| ETFs | 214 K | 90.3% | 7.815 K | 0 | 7.815 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
236,847
Holdings
75
QoQ value change ($000)
9,835
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.