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Disclosery

Gray Private Wealth, LLC: IEF position timeline

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

Gray Private Wealth, LLC held 0 IEF shares at 2025-03-31 per its 13F-HR filed 2025-04-23.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,920 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 6,920 shares
    Change vs previous 13F +4,489 shares

    0.38% of the 13F portfolio, value $639,754.

    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).

  3. period ended2024-09-30
    13F 2,431 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $238,530.

    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).