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Gray Wealth Management Inc.: WMT position timeline

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

Gray Wealth Management Inc. held 35,682 WMT 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 35,682 shares
    Change vs previous 13F +3,382 shares

    1.22% of the 13F portfolio, value $3,223,873.

    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 32,300 shares
    Change vs previous 13F +5,045 shares

    1.03% of the 13F portfolio, value $2,608,229.

    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 27,255 shares
    Change vs previous 13F +633 shares

    0.8% of the 13F portfolio, value $1,845,420.

    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 26,622 shares
    Change vs previous 13F +17,446 shares

    0.72% of the 13F portfolio, value $1,601,831.

    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 9,176 shares
    Change vs previous 13F -420 shares

    0.7% of the 13F portfolio, value $1,446,601.

    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 9,596 shares
    Change vs previous 13F -15 shares

    0.79% of the 13F portfolio, value $1,534,693.

    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 9,611 shares
    Change vs previous 13F +239 shares

    0.76% of the 13F portfolio, value $1,510,682.

    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 9,372 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,381,967.

    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).