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Disclosery

Gray Wealth Management Inc.: WM position timeline

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

Gray Wealth Management Inc. held 1,103 WM 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 1,103 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $222,501.

    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 1,148 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $238,249.

    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 1,148 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $244,837.

    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 1,148 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $244,619.

    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).