Current Market Value 194,566,401
Current Holdings 121
Most Recent File Date 2025-07-07
Total Filings on Record 7
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Fox Hill Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-07 2025-06-30 13F-HR 121 194,566
2025-05-13 2025-03-31 13F-HR 127 169,367
2025-02-11 2024-12-31 13F-HR 128 176,801
2024-11-14 2024-09-30 13F-HR 133 181,468
2024-08-07 2024-06-30 13F-HR 132 163,427
2024-04-17 2024-03-31 13F-HR 143 148,544
2024-04-17 2023-12-31 13F-HR 138 130,353