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Grey Fox Wealth Advisors, LLC: FXAIX position timeline

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

Grey Fox Wealth Advisors, LLC held 32,852 FXAIX 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 32,852 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $94,289.

    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 33,351 shares
    Change vs previous 13F +1,484 shares

    0.02% of the 13F portfolio, value $83,309.

    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 31,867 shares
    Change vs previous 13F +6,767 shares

    0.02% of the 13F portfolio, value $83,428.

    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 25,100 shares
    Change vs previous 13F +4,497 shares

    0.01% of the 13F portfolio, value $64,181.

    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 20,603 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $48,853.

    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 19,466 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $41,714.

    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 18,366 shares
    Change vs previous 13F +1,177 shares

    0.01% of the 13F portfolio, value $42,841.

    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 17,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,417.

    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).