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Disclosery

Gray Wealth Management Inc.: SCHP position timeline

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

Gray Wealth Management Inc. held 22,207 SCHP 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 22,207 shares
    Change vs previous 13F +16,015 shares

    0.22% of the 13F portfolio, value $573,601.

    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 6,192 shares
    Change vs previous 13F +1,345 shares

    0.13% of the 13F portfolio, value $332,082.

    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 4,847 shares
    Change vs previous 13F -485 shares

    0.11% of the 13F portfolio, value $252,083.

    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 5,332 shares
    Change vs previous 13F -241 shares

    0.12% of the 13F portfolio, value $278,140.

    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 5,573 shares
    Change vs previous 13F -11,190 shares

    0.14% of the 13F portfolio, value $290,933.

    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 16,763 shares
    Change vs previous 13F -5,500 shares

    0.43% of the 13F portfolio, value $846,363.

    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 22,263 shares
    Change vs previous 13F -3,042 shares

    0.59% of the 13F portfolio, value $1,167,233.

    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 25,305 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,356,583.

    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).