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Disclosery

Gray Wealth Management Inc.: VFH position timeline

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

Gray Wealth Management Inc. held 21,057 VFH 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 21,057 shares
    Change vs previous 13F +834 shares

    0.94% of the 13F portfolio, value $2,486,176.

    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 20,223 shares
    Change vs previous 13F -25 shares

    0.88% of the 13F portfolio, value $2,222,672.

    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 20,248 shares
    Change vs previous 13F +150 shares

    0.87% of the 13F portfolio, value $2,022,329.

    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 20,098 shares
    Change vs previous 13F -7 shares

    0.92% of the 13F portfolio, value $2,057,792.

    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 20,105 shares
    Change vs previous 13F -2,329 shares

    0.9% of the 13F portfolio, value $1,854,877.

    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 22,434 shares
    Change vs previous 13F +117 shares

    0.92% of the 13F portfolio, value $1,801,887.

    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 22,317 shares
    Change vs previous 13F -1,079 shares

    0.91% of the 13F portfolio, value $1,813,024.

    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 23,396 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,822,305.

    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).