Advertisement
Screener

Gray Private Wealth, LLC Last Quarter Change: Foreign Other Stocks, Sold Out

Gray Private Wealth, LLC quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Gray Private Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1928877): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Mendel Capital Management LLCUnited States$0.199B102
Noble Wealth Management PBCUnited States$0.199B588
Pennant Select, LLCUnited States$0.199B15
Patrick Mauro Investment Advisor, INC.United States$0.199B40
SAGE PRIVATE WEALTH GROUP, LLCUnited States$0.199B97
Niatross Investments LtdHong Kong$0.199B1
Disciplined Equity Management, Inc.United States$0.199B44
CAPE ANN SAVINGS BANKUnited States$0.199B121
Smith Thornton Advisors LLCUnited States$0.199B130
Plotkin Financial Advisors, LLCUnited States$0.199B100