Current Market Value 263,581,019
Current Holdings 132
Most Recent File Date 2025-02-10
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Gray Wealth Management Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-02-10 2024-12-31 13F-HR 132 263,581
2024-10-23 2024-09-30 13F-HR 141 253,287
2024-08-09 2024-06-30 13F-HR 133 231,780
2024-05-02 2024-03-31 13F-HR 136 223,952
2024-01-31 2023-12-31 13F-HR 129 205,411
2023-10-27 2023-09-30 13F-HR 131 195,085
2023-08-14 2023-06-30 13F-HR 132 198,841
2023-04-11 2023-03-31 13F-HR 123 183,210
2023-02-13 2022-12-31 13F-HR 116 172,526
2023-01-03 2022-09-30 13F-HR 109 156,617
2023-01-03 2022-06-30 13F-HR 111 165,053
2023-01-03 2022-03-31 13F-HR 126 194,049
2023-01-03 2021-12-31 13F-HR 128 200,801
2023-01-03 2021-09-30 13F-HR 120 178,813
2023-01-03 2021-06-30 13F-HR 119 173,645
2023-01-03 2021-03-31 13F-HR 108 157,669
2023-01-13 2020-12-31 13F-HR 105 146,507
2023-01-13 2020-09-30 13F-HR 96 127,611
2023-01-13 2020-06-30 13F-HR 93 115,779
2023-01-13 2020-03-31 13F-HR 81 91,088