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Grey Fox Wealth Advisors, LLC: BLV position timeline

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

Grey Fox Wealth Advisors, LLC held 5,442 BLV 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 5,442 shares
    Change vs previous 13F -1,037 shares

    0.06% of the 13F portfolio, value $375,117.

    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 6,479 shares
    Change vs previous 13F -78,427 shares

    0.09% of the 13F portfolio, value $445,586.

    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 84,906 shares
    Change vs previous 13F +10,803 shares

    1.21% of the 13F portfolio, value $5,902,698.

    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 74,103 shares
    Change vs previous 13F +9,948 shares

    1.07% of the 13F portfolio, value $5,250,097.

    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 64,155 shares
    Change vs previous 13F +4,179 shares

    1.06% of the 13F portfolio, value $4,461,311.

    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 59,976 shares
    Change vs previous 13F +13,558 shares

    1.13% of the 13F portfolio, value $4,223,457.

    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 46,418 shares
    Change vs previous 13F +9,420 shares

    0.87% of the 13F portfolio, value $3,176,384.

    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).

  8. period ended2024-09-30
    13F 36,998 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,781,140.

    13F-HR 0001965362-24-000008 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).