Grey Fox Wealth Advisors, LLC

SEC CIK: 0001965362
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Grey Fox Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overview All 13F holders of MRSH Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of MRSH by Grey Fox Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−43−100.0%	Sold out	Holders
Q3 2025	43	$8.68K	<0.1%	+43	New	Holders
Q2 2023	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q1 2023	20	$3.33K	<0.1%	+20	New	Holders