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Grey Fox Wealth Advisors, LLC: SCHZ position timeline

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

Grey Fox Wealth Advisors, LLC held 140,215 SCHZ 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 140,215 shares
    Change vs previous 13F +1,674 shares

    0.51% of the 13F portfolio, value $3,243,174.

    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 138,541 shares
    Change vs previous 13F -498 shares

    0.62% of the 13F portfolio, value $3,216,926.

    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 139,039 shares
    Change vs previous 13F -1,114 shares

    0.67% of the 13F portfolio, value $3,249,340.

    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 140,153 shares
    Change vs previous 13F -31 shares

    0.67% of the 13F portfolio, value $3,289,399.

    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 140,184 shares
    Change vs previous 13F -6,320 shares

    0.78% of the 13F portfolio, value $3,257,876.

    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 146,504 shares
    Change vs previous 13F -7,421 shares

    0.91% of the 13F portfolio, value $3,393,040.

    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 153,925 shares
    Change vs previous 13F +86,885 shares

    0.96% of the 13F portfolio, value $3,494,098.

    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 67,040 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,185,726.

    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).