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Grey Fox Wealth Advisors, LLC: BNDX position timeline

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

Grey Fox Wealth Advisors, LLC held 109,879 BNDX 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 109,879 shares
    Change vs previous 13F +16,826 shares

    0.83% of the 13F portfolio, value $5,321,423.

    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 93,053 shares
    Change vs previous 13F -720 shares

    0.86% of the 13F portfolio, value $4,471,175.

    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 93,773 shares
    Change vs previous 13F +5,393 shares

    0.93% of the 13F portfolio, value $4,531,095.

    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 88,380 shares
    Change vs previous 13F +1,391 shares

    0.89% of the 13F portfolio, value $4,371,239.

    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 86,989 shares
    Change vs previous 13F +5,221 shares

    1.03% of the 13F portfolio, value $4,306,810.

    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 81,768 shares
    Change vs previous 13F +4,018 shares

    1.06% of the 13F portfolio, value $3,991,908.

    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 77,750 shares
    Change vs previous 13F +3,979 shares

    1.05% of the 13F portfolio, value $3,813,621.

    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 73,771 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,709,212.

    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).