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Disclosery

GRAYBILL WEALTH MANAGEMENT, LTD.: FLEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAYBILL WEALTH MANAGEMENT, LTD. on FLEX, newest first. How the timeline and the estimate are built.

GRAYBILL WEALTH MANAGEMENT, LTD. held 130,607 FLEX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,607 shares
    Change vs previous 13F -6,733 shares

    5.7% of the 13F portfolio, value $21,167,483.

    13F-HR 0001252007-26-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,340 shares
    Change vs previous 13F -43,867 shares

    2.74% of the 13F portfolio, value $8,990,279.

    13F-HR 0001252007-26-000002 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 181,207 shares
    Change vs previous 13F -655 shares

    3.23% of the 13F portfolio, value $10,948,529.

    13F-HR 0001252007-26-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 181,862 shares
    Change vs previous 13F -10,221 shares

    3.24% of the 13F portfolio, value $10,542,542.

    13F-HR 0001252007-25-000008 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 192,083 shares
    Change vs previous 13F -10,880 shares

    3.13% of the 13F portfolio, value $9,588,785.

    13F-HR 0001252007-25-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 202,963 shares
    Change vs previous 13F +2,428 shares

    2.3% of the 13F portfolio, value $6,714,017.

    13F-HR 0001252007-25-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 200,535 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $6,703,886.

    13F-HR 0001252007-24-000005 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).