Skip to content
Disclosery

Gray Wealth Management Inc.: IYH position timeline

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

Gray Wealth Management Inc. held 9,484 IYH 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 9,484 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $552,657.

    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 9,481 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $616,288.

    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 9,478 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $580,725.

    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 9,476 shares
    Change vs previous 13F +7,225 shares

    0.26% of the 13F portfolio, value $586,583.

    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 2,251 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $644,368.

    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 2,247 shares
    Change vs previous 13F +35 shares

    0.31% of the 13F portfolio, value $606,899.

    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 2,212 shares
    Change vs previous 13F -68 shares

    0.31% of the 13F portfolio, value $619,972.

    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 2,280 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $622,616.

    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).