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Gray Wealth Management Inc.: HDV position timeline

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

Gray Wealth Management Inc. held 5,032 HDV 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 5,032 shares
    Change vs previous 13F -153 shares

    0.21% of the 13F portfolio, value $564,892.

    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 5,185 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $609,860.

    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 5,185 shares
    Change vs previous 13F -105 shares

    0.24% of the 13F portfolio, value $563,610.

    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 5,290 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $583,011.

    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 5,290 shares
    Change vs previous 13F -945 shares

    0.26% of the 13F portfolio, value $539,527.

    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 6,235 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $616,579.

    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 6,335 shares
    Change vs previous 13F -550 shares

    0.32% of the 13F portfolio, value $638,505.

    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 6,885 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $699,929.

    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).