Skip to content
Disclosery

GRAYBILL WEALTH MANAGEMENT, LTD.: GEV position timeline

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

GRAYBILL WEALTH MANAGEMENT, LTD. held 6,540 GEV 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 6,540 shares
    Change vs previous 13F -60 shares

    2.07% of the 13F portfolio, value $7,683,291.

    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 6,600 shares
    Change vs previous 13F -113 shares

    1.75% of the 13F portfolio, value $5,760,922.

    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 6,713 shares
    Change vs previous 13F +22 shares

    1.29% of the 13F portfolio, value $4,387,252.

    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 6,691 shares
    Change vs previous 13F -491 shares

    1.26% of the 13F portfolio, value $4,114,142.

    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 7,182 shares
    Change vs previous 13F +193 shares

    1.24% of the 13F portfolio, value $3,800,355.

    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 6,989 shares
    Change vs previous 13F -51 shares

    0.73% of the 13F portfolio, value $2,133,602.

    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 7,040 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,795,059.

    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).