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Gray Wealth Management Inc.: IVV position timeline

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

Gray Wealth Management Inc. held 31,223 IVV 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 31,223 shares
    Change vs previous 13F -100 shares

    6.97% of the 13F portfolio, value $18,380,404.

    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 31,323 shares
    Change vs previous 13F -198 shares

    7.13% of the 13F portfolio, value $18,067,803.

    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 31,521 shares
    Change vs previous 13F +332 shares

    7.44% of the 13F portfolio, value $17,249,490.

    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 31,189 shares
    Change vs previous 13F +182 shares

    7.32% of the 13F portfolio, value $16,397,078.

    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 31,007 shares
    Change vs previous 13F -1,266 shares

    7.21% of the 13F portfolio, value $14,809,960.

    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 32,273 shares
    Change vs previous 13F +963 shares

    7.1% of the 13F portfolio, value $13,859,093.

    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 31,310 shares
    Change vs previous 13F +1,992 shares

    7.02% of the 13F portfolio, value $13,955,137.

    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 29,318 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $12,052,197.

    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).