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Gray Wealth Management Inc.: SCHB position timeline

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

Gray Wealth Management Inc. held 76,384 SCHB 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 76,384 shares
    Change vs previous 13F +50,695 shares

    0.66% of the 13F portfolio, value $1,733,912.

    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 25,689 shares
    Change vs previous 13F -830 shares

    0.67% of the 13F portfolio, value $1,708,839.

    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 26,519 shares
    Change vs previous 13F -228 shares

    0.72% of the 13F portfolio, value $1,667,267.

    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 26,747 shares
    Change vs previous 13F -578 shares

    0.73% of the 13F portfolio, value $1,632,920.

    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 27,325 shares
    Change vs previous 13F -126 shares

    0.74% of the 13F portfolio, value $1,521,191.

    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 27,451 shares
    Change vs previous 13F +3,313 shares

    0.7% of the 13F portfolio, value $1,368,430.

    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 24,138 shares
    Change vs previous 13F -645 shares

    0.63% of the 13F portfolio, value $1,247,940.

    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 24,783 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,185,887.

    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).