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Gray Wealth Management Inc.: QDF position timeline

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

Gray Wealth Management Inc. held 23,503 QDF 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 23,503 shares
    Change vs previous 13F +158 shares

    0.63% of the 13F portfolio, value $1,658,118.

    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 23,345 shares
    Change vs previous 13F +68 shares

    0.66% of the 13F portfolio, value $1,674,070.

    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 23,277 shares
    Change vs previous 13F +334 shares

    0.67% of the 13F portfolio, value $1,548,153.

    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 22,943 shares
    Change vs previous 13F -102 shares

    0.68% of the 13F portfolio, value $1,512,173.

    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 23,045 shares
    Change vs previous 13F +2,132 shares

    0.69% of the 13F portfolio, value $1,417,959.

    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 20,913 shares
    Change vs previous 13F +12,328 shares

    0.6% of the 13F portfolio, value $1,166,527.

    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 8,585 shares
    Change vs previous 13F +365 shares

    0.25% of the 13F portfolio, value $496,127.

    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 8,220 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $447,661.

    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).