Skip to content
Disclosery

Gray Wealth Management Inc.: AEP position timeline

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

Gray Wealth Management Inc. held 3,838 AEP shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,838 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $354,018.

    13F-HR 0001172661-25-000605 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,833 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $393,224.

    13F-HR 0001172661-24-004327 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,828 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $335,836.

    13F-HR 0001172661-24-003175 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,822 shares
    Change vs previous 13F +194 shares

    0.15% of the 13F portfolio, value $329,060.

    13F-HR 0001172661-24-001980 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 3,628 shares
    Change vs previous 13F +274 shares

    0.14% of the 13F portfolio, value $294,651.

    13F-HR 0001172661-24-000409 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,354 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $252,256.

    13F-HR 0001172661-23-003514 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,345 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $281,621.

    13F-HR 0001172661-23-003026 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,333 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $303,293.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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