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Grey Fox Wealth Advisors, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grey Fox Wealth Advisors, LLC on BIV, newest first. How the timeline and the estimate are built.

Grey Fox Wealth Advisors, LLC held 417,009 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,009 shares
    Change vs previous 13F +27,423 shares

    5.02% of the 13F portfolio, value $31,984,512.

    13F-HR 0001965362-26-000006 filed by Grey Fox Wealth Advisors, LLC
    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 389,586 shares
    Change vs previous 13F +106,754 shares

    5.8% of the 13F portfolio, value $30,068,182.

    13F-HR 0001965362-26-000004 filed by Grey Fox Wealth Advisors, LLC
    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 282,832 shares
    Change vs previous 13F +91,080 shares

    4.51% of the 13F portfolio, value $22,026,982.

    13F-HR 0001965362-26-000002 filed by Grey Fox Wealth Advisors, LLC
    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 191,752 shares
    Change vs previous 13F +52,743 shares

    3.05% of the 13F portfolio, value $14,973,448.

    13F-HR 0001965362-25-000011 filed by Grey Fox Wealth Advisors, LLC
    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 139,009 shares
    Change vs previous 13F +53,646 shares

    2.56% of the 13F portfolio, value $10,750,934.

    13F-HR 0001965362-25-000006 filed by Grey Fox Wealth Advisors, LLC
    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 85,363 shares
    Change vs previous 13F +70,187 shares

    1.74% of the 13F portfolio, value $6,536,167.

    13F-HR 0001965362-25-000004 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,176 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,134,070.

    13F-HR 0001965362-25-000002 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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