Gitterman Wealth Management, LLC: GRID position timeline

Gitterman Wealth Management, LLC held 241,144 GRID shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 241,144 shares

   Change vs previous 13F -6,043 shares

   8.35% of the 13F portfolio, value $36,431,756.

   13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 247,187 shares

   Change vs previous 13F +3,099 shares

   8.01% of the 13F portfolio, value $34,363,226.

   13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 244,088 shares

   Change vs previous 13F +15,628 shares

   7.33% of the 13F portfolio, value $27,614,327.

   13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 228,460 shares

   Change vs previous 13F +1,125 shares

   11.39% of the 13F portfolio, value $27,264,572.

   13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 227,335 shares

   Change vs previous 13F +54,364 shares

   12.06% of the 13F portfolio, value $28,929,125.

   13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 172,971 shares

   Change vs previous 13F -8,000 shares

   7.71% of the 13F portfolio, value $19,993,012.

   13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 180,971 shares

   Change vs previous 13F not available

   8.04% of the 13F portfolio, value $20,742,181.

   13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).