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Gray Wealth Management Inc.: IBM position timeline

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

Gray Wealth Management Inc. held 2,119 IBM 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 2,119 shares
    Change vs previous 13F +313 shares

    0.18% of the 13F portfolio, value $465,840.

    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 1,806 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $399,224.

    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 1,797 shares
    Change vs previous 13F +13 shares

    0.13% of the 13F portfolio, value $310,845.

    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 1,784 shares
    Change vs previous 13F +267 shares

    0.15% of the 13F portfolio, value $340,730.

    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 1,517 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $248,031.

    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 1,568 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $219,951.

    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 1,557 shares
    Change vs previous 13F +1,557 shares

    0.1% of the 13F portfolio, value $208,339.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.