Skip to content
Disclosery

Gray Wealth Management Inc.: UPS position timeline

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

Gray Wealth Management Inc. held 2,815 UPS 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 2,815 shares
    Change vs previous 13F -54 shares

    0.13% of the 13F portfolio, value $354,909.

    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 2,869 shares
    Change vs previous 13F +149 shares

    0.15% of the 13F portfolio, value $391,177.

    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 2,720 shares
    Change vs previous 13F -49 shares

    0.16% of the 13F portfolio, value $372,199.

    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 2,769 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $411,618.

    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 2,769 shares
    Change vs previous 13F -166 shares

    0.21% of the 13F portfolio, value $435,387.

    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 2,935 shares
    Change vs previous 13F -60 shares

    0.23% of the 13F portfolio, value $457,449.

    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 2,995 shares
    Change vs previous 13F -52 shares

    0.27% of the 13F portfolio, value $536,772.

    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 3,047 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $591,142.

    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).