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Disclosery

Gray Wealth Management Inc.: DIA position timeline

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

Gray Wealth Management Inc. held 4,572 DIA 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 4,572 shares
    Change vs previous 13F +2 shares

    0.74% of the 13F portfolio, value $1,945,386.

    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 4,570 shares
    Change vs previous 13F -21 shares

    0.76% of the 13F portfolio, value $1,933,658.

    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 4,591 shares
    Change vs previous 13F -115 shares

    0.77% of the 13F portfolio, value $1,795,678.

    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 4,706 shares
    Change vs previous 13F -51 shares

    0.84% of the 13F portfolio, value $1,871,859.

    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 4,757 shares
    Change vs previous 13F -354 shares

    0.87% of the 13F portfolio, value $1,792,771.

    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 5,111 shares
    Change vs previous 13F +136 shares

    0.88% of the 13F portfolio, value $1,711,929.

    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 4,975 shares
    Change vs previous 13F +13 shares

    0.86% of the 13F portfolio, value $1,710,654.

    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 4,962 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,650,460.

    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).