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Gray Private Wealth, LLC: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gray Private Wealth, LLC on EFA, newest first. How the timeline and the estimate are built.

Gray Private Wealth, LLC held 138,509 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,509 shares
    Change vs previous 13F +11,557 shares

    6.22% of the 13F portfolio, value $14,388,268.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 126,952 shares
    Change vs previous 13F +3,435 shares

    6.2% of the 13F portfolio, value $12,330,895.

    13F-HR 0001928877-26-000005 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 123,517 shares
    Change vs previous 13F +8,270 shares

    5.79% of the 13F portfolio, value $11,861,322.

    13F-HR 0001928877-26-000002 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 115,247 shares
    Change vs previous 13F +466 shares

    5.43% of the 13F portfolio, value $10,760,593.

    13F-HR 0001928877-25-000010 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 114,781 shares
    Change vs previous 13F +3,239 shares

    5.52% of the 13F portfolio, value $10,260,289.

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 111,542 shares
    Change vs previous 13F +4,697 shares

    5.49% of the 13F portfolio, value $9,116,339.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 106,845 shares
    Change vs previous 13F -1,720 shares

    4.81% of the 13F portfolio, value $8,078,571.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 108,565 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $9,079,315.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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