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Disclosery

Gray Private Wealth, LLC: XVV position timeline

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

Gray Private Wealth, LLC held 6,283 XVV 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 6,283 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $356,812.

    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 6,283 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $309,249.

    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 6,283 shares
    Change vs previous 13F -293 shares

    0.16% of the 13F portfolio, value $331,114.

    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 6,576 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $338,803.

    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 6,576 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $313,602.

    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 6,576 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $281,339.

    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).