Skip to content
Disclosery

Gray Wealth Management Inc.: SCHW position timeline

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

Gray Wealth Management Inc. held 4,962 SCHW 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 4,962 shares
    Change vs previous 13F -375 shares

    0.14% of the 13F portfolio, value $367,238.

    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 5,337 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $345,891.

    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 5,337 shares
    Change vs previous 13F +475 shares

    0.17% of the 13F portfolio, value $393,284.

    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 4,862 shares
    Change vs previous 13F +310 shares

    0.16% of the 13F portfolio, value $351,717.

    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 4,552 shares
    Change vs previous 13F +278 shares

    0.15% of the 13F portfolio, value $313,178.

    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 4,274 shares
    Change vs previous 13F +394 shares

    0.12% of the 13F portfolio, value $234,643.

    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 3,880 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $219,918.

    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).