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Greenbush Financial Group, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenbush Financial Group, LLC on SPY, newest first. How the timeline and the estimate are built.

Greenbush Financial Group, LLC held 1,374 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,374 shares
    Change vs previous 13F +4 shares

    0.3% of the 13F portfolio, value $1,025,699.

    13F-HR 0001214659-26-008742 filed by Greenbush Financial Group, 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 1,370 shares
    Change vs previous 13F +4 shares

    0.3% of the 13F portfolio, value $890,997.

    13F-HR 0001214659-26-004754 filed by Greenbush Financial Group, 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 1,366 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $931,574.

    13F-HR 0001214659-26-000624 filed by Greenbush Financial Group, 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 1,362 shares
    Change vs previous 13F +13 shares

    0.35% of the 13F portfolio, value $907,642.

    13F-HR 0001214659-25-015127 filed by Greenbush Financial Group, 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 1,349 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $833,307.

    13F-HR 0001214659-25-010504 filed by Greenbush Financial Group, 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 1,345 shares
    Change vs previous 13F +5 shares

    0.37% of the 13F portfolio, value $752,153.

    13F-HR 0001214659-25-006107 filed by Greenbush Financial Group, 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 1,340 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $785,484.

    13F-HR 0001214659-25-006105 filed by Greenbush Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).