13F Portfolios

Gray Foundation — EXCHANGE TRADED CONCEPTS TR ROBO: Quarterly 13F Position History

Gray Foundation has reported EXCHANGE TRADED CONCEPTS TR (ROBO) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 205,000 shares ($14.0M market value, 3.54% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 205,000 0 $14.0M 3.54% $68.43
Q4 2025 205,000 0 $14.2M 3.57% $69.31
Q3 2025 205,000 0 $13.4M 3.83% $65.56
Q2 2025 205,000 0 $12.3M 3.47% $59.78
Q1 2025 205,000 0 $10.6M 3.29% $51.50
Q4 2024 205,000 0 $11.5M 3.29% $56.26
Q3 2024 205,000 0 $11.7M 3.47% $57.07
Q2 2024 205,000 0 $11.3M 3.45% $55.10
Q1 2024 205,000 0 $12.0M 3.76% $58.64
Q4 2023 205,000 $11.7M 4.15% $57.30

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Gray Foundation first disclose a ROBO position in 13F-HR filings?

Gray Foundation first reported EXCHANGE TRADED CONCEPTS TR (ROBO) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was Gray Foundation's most recent quarter-over-quarter share-count change in ROBO?

Gray Foundation held the same 205,000 shares of ROBO between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Gray Foundation's cost basis in ROBO?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.