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Grey Fox Wealth Advisors, LLC: SCHP position timeline

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

Grey Fox Wealth Advisors, LLC held 207,460 SCHP 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 207,460 shares
    Change vs previous 13F +9,960 shares

    0.86% of the 13F portfolio, value $5,497,679.

    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 197,500 shares
    Change vs previous 13F -4,524 shares

    1.01% of the 13F portfolio, value $5,255,477.

    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 202,024 shares
    Change vs previous 13F +10,884 shares

    1.1% of the 13F portfolio, value $5,351,627.

    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 191,140 shares
    Change vs previous 13F +11,945 shares

    1.05% of the 13F portfolio, value $5,151,154.

    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 179,195 shares
    Change vs previous 13F +12,804 shares

    1.14% of the 13F portfolio, value $4,780,914.

    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 166,391 shares
    Change vs previous 13F +9,470 shares

    1.19% of the 13F portfolio, value $4,474,240.

    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 156,921 shares
    Change vs previous 13F +82,651 shares

    1.11% of the 13F portfolio, value $4,053,265.

    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 74,270 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,983,099.

    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).