Grove Street Fiduciary, LLC
All 13F Filings
- Location
- Peterborough, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 220,787
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 77 | 220,787 | 13F-HR | Grove Street Fiduciary, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.7 K | 10.3% | 0 | 158 | -158 |
| ETFs | 198.1 K | 89.7% | 0 | 15.9 K | -15.9 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
220,787
Holdings
77
QoQ value change ($000)
-16,060
(-6.8%)
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.