Skip to content
Disclosery

Gray Wealth Management Inc.: PEP position timeline

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

Gray Wealth Management Inc. held 2,177 PEP 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 2,177 shares
    Change vs previous 13F -38 shares

    0.13% of the 13F portfolio, value $330,990.

    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 2,215 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $376,611.

    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 2,215 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $365,238.

    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 2,214 shares
    Change vs previous 13F +153 shares

    0.17% of the 13F portfolio, value $387,492.

    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 2,061 shares
    Change vs previous 13F -157 shares

    0.17% of the 13F portfolio, value $350,068.

    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 2,218 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $375,818.

    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 2,223 shares
    Change vs previous 13F +279 shares

    0.21% of the 13F portfolio, value $411,716.

    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 1,944 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $354,339.

    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).