Skip to content
Disclosery

Gray Wealth Management Inc.: XMLV position timeline

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

Gray Wealth Management Inc. held 0 XMLV shares at 2024-06-30 per its 13F-HR filed 2024-08-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,083 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 4,083 shares
    Change vs previous 13F -860 shares

    0.1% of the 13F portfolio, value $230,281.

    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).

  3. period ended2023-12-31
    13F 4,943 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $262,869.

    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).

  4. period ended2023-09-30
    13F 4,943 shares
    Change vs previous 13F -1,354 shares

    0.12% of the 13F portfolio, value $243,047.

    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).

  5. period ended2023-06-30
    13F 6,297 shares
    Change vs previous 13F -289 shares

    0.16% of the 13F portfolio, value $325,870.

    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).

  6. period ended2023-03-31
    13F 6,586 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $345,106.

    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).