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Grey Fox Wealth Advisors, LLC: MUB position timeline

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

Grey Fox Wealth Advisors, LLC held 38,074 MUB 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 38,074 shares
    Change vs previous 13F +5,180 shares

    0.64% of the 13F portfolio, value $4,097,572.

    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 32,894 shares
    Change vs previous 13F +8,891 shares

    0.67% of the 13F portfolio, value $3,491,652.

    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 24,003 shares
    Change vs previous 13F +5,439 shares

    0.53% of the 13F portfolio, value $2,570,999.

    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 18,564 shares
    Change vs previous 13F +1,008 shares

    0.4% of the 13F portfolio, value $1,976,803.

    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 17,556 shares
    Change vs previous 13F -5,882 shares

    0.44% of the 13F portfolio, value $1,834,245.

    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 23,438 shares
    Change vs previous 13F -2,758 shares

    0.66% of the 13F portfolio, value $2,471,286.

    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 26,196 shares
    Change vs previous 13F +2,319 shares

    0.77% of the 13F portfolio, value $2,791,235.

    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 23,877 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,593,734.

    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).