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Gray Wealth Management Inc.: VIG position timeline

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

Gray Wealth Management Inc. held 148,029 VIG 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 148,029 shares
    Change vs previous 13F +6,466 shares

    11% of the 13F portfolio, value $28,988,451.

    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 141,563 shares
    Change vs previous 13F +2,398 shares

    11.07% of the 13F portfolio, value $28,038,029.

    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 139,165 shares
    Change vs previous 13F +2,665 shares

    10.96% of the 13F portfolio, value $25,404,518.

    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 136,500 shares
    Change vs previous 13F +599 shares

    11.13% of the 13F portfolio, value $24,926,212.

    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 135,901 shares
    Change vs previous 13F -1,825 shares

    11.27% of the 13F portfolio, value $23,157,542.

    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 137,726 shares
    Change vs previous 13F +2,020 shares

    10.97% of the 13F portfolio, value $21,399,860.

    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 135,706 shares
    Change vs previous 13F +3,533 shares

    11.09% of the 13F portfolio, value $22,042,665.

    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 132,173 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $20,356,003.

    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).