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Disclosery

Gray Private Wealth, LLC: IYR position timeline

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

Gray Private Wealth, LLC held 16,898 IYR 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 16,898 shares
    Change vs previous 13F -531 shares

    0.75% of the 13F portfolio, value $1,727,829.

    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 17,429 shares
    Change vs previous 13F -1,299 shares

    0.83% of the 13F portfolio, value $1,648,065.

    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 18,728 shares
    Change vs previous 13F +1,346 shares

    0.86% of the 13F portfolio, value $1,758,341.

    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 17,382 shares
    Change vs previous 13F +32 shares

    0.85% of the 13F portfolio, value $1,687,474.

    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 17,350 shares
    Change vs previous 13F -433 shares

    0.88% of the 13F portfolio, value $1,644,221.

    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 17,783 shares
    Change vs previous 13F -480 shares

    1.02% of the 13F portfolio, value $1,702,733.

    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 18,263 shares
    Change vs previous 13F +651 shares

    1.01% of the 13F portfolio, value $1,699,554.

    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 17,612 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,794,091.

    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).