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Grey Fox Wealth Advisors, LLC: IJH position timeline

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

Grey Fox Wealth Advisors, LLC held 70,774 IJH 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 70,774 shares
    Change vs previous 13F +1,551 shares

    0.86% of the 13F portfolio, value $5,457,411.

    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 69,223 shares
    Change vs previous 13F +7,532 shares

    0.9% of the 13F portfolio, value $4,674,640.

    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 61,691 shares
    Change vs previous 13F -1,433 shares

    0.83% of the 13F portfolio, value $4,071,581.

    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 63,124 shares
    Change vs previous 13F -803 shares

    0.84% of the 13F portfolio, value $4,119,456.

    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 63,927 shares
    Change vs previous 13F +6,970 shares

    0.95% of the 13F portfolio, value $3,964,753.

    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 56,957 shares
    Change vs previous 13F +3,915 shares

    0.89% of the 13F portfolio, value $3,323,412.

    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 53,042 shares
    Change vs previous 13F +148 shares

    0.91% of the 13F portfolio, value $3,305,074.

    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 52,894 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,296,350.

    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).