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Disclosery

Gray Wealth Management Inc.: WELL position timeline

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

Gray Wealth Management Inc. held 10,687 WELL 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 10,687 shares
    Change vs previous 13F -248 shares

    0.51% of the 13F portfolio, value $1,346,936.

    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 10,935 shares
    Change vs previous 13F +21 shares

    0.55% of the 13F portfolio, value $1,399,999.

    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 10,914 shares
    Change vs previous 13F -31 shares

    0.49% of the 13F portfolio, value $1,137,755.

    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 10,945 shares
    Change vs previous 13F -63 shares

    0.46% of the 13F portfolio, value $1,022,683.

    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 11,008 shares
    Change vs previous 13F -421 shares

    0.48% of the 13F portfolio, value $992,546.

    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 11,429 shares
    Change vs previous 13F +428 shares

    0.48% of the 13F portfolio, value $936,270.

    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 11,001 shares
    Change vs previous 13F +319 shares

    0.45% of the 13F portfolio, value $889,842.

    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 10,682 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $765,787.

    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).