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Grey Fox Wealth Advisors, LLC: VIMAX position timeline

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

Grey Fox Wealth Advisors, LLC held 4,950 VIMAX 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 4,950 shares
    Change vs previous 13F +606 shares

    0.31% of the 13F portfolio, value $1,976,267.

    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 4,344 shares
    Change vs previous 13F +127 shares

    0.3% of the 13F portfolio, value $1,545,523.

    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 4,217 shares
    Change vs previous 13F -4,731 shares

    0.31% of the 13F portfolio, value $1,515,450.

    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 8,948 shares
    Change vs previous 13F +4,877 shares

    0.39% of the 13F portfolio, value $1,911,741.

    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 4,071 shares
    Change vs previous 13F +944 shares

    0.34% of the 13F portfolio, value $1,411,543.

    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 3,127 shares
    Change vs previous 13F +19 shares

    0.27% of the 13F portfolio, value $1,001,549.

    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 3,108 shares
    Change vs previous 13F +128 shares

    0.28% of the 13F portfolio, value $1,016,024.

    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 2,980 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $973,850.

    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).