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Disclosery

Gray Wealth Management Inc.: SPLV position timeline

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

Gray Wealth Management Inc. held 9,956 SPLV 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 9,956 shares
    Change vs previous 13F -1 shares

    0.26% of the 13F portfolio, value $696,920.

    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 9,957 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $714,216.

    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 9,957 shares
    Change vs previous 13F -620 shares

    0.28% of the 13F portfolio, value $646,707.

    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 10,577 shares
    Change vs previous 13F -958 shares

    0.31% of the 13F portfolio, value $696,707.

    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 11,535 shares
    Change vs previous 13F -2,750 shares

    0.35% of the 13F portfolio, value $722,783.

    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 14,285 shares
    Change vs previous 13F -4,171 shares

    0.43% of the 13F portfolio, value $839,815.

    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 18,456 shares
    Change vs previous 13F -2,520 shares

    0.58% of the 13F portfolio, value $1,159,221.

    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 20,976 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,308,902.

    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).