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Greystone Financial Group, LLC: AAPL position timeline

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

Greystone Financial Group, LLC held 37,764 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,764 shares
    Change vs previous 13F -1,931 shares

    3.05% of the 13F portfolio, value $10,927,423.

    13F-HR 0001845302-26-000008 filed by Greystone 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 39,695 shares
    Change vs previous 13F -42,178 shares

    2.85% of the 13F portfolio, value $10,074,091.

    13F-HR 0001845302-26-000006 filed by Greystone 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 81,873 shares
    Change vs previous 13F -3,526 shares

    3.47% of the 13F portfolio, value $22,257,983.

    13F-HR 0001845302-26-000004 filed by Greystone 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 85,399 shares
    Change vs previous 13F +2,857 shares

    3.37% of the 13F portfolio, value $21,745,261.

    13F-HR 0001845302-25-000011 filed by Greystone 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 82,542 shares
    Change vs previous 13F +63 shares

    2.79% of the 13F portfolio, value $16,935,059.

    13F-HR 0001845302-25-000007 filed by Greystone 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 82,479 shares
    Change vs previous 13F -1,122 shares

    3.33% of the 13F portfolio, value $18,320,987.

    13F-HR 0001845302-25-000005 filed by Greystone 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 83,601 shares
    Change vs previous 13F +954 shares

    3.64% of the 13F portfolio, value $20,935,333.

    13F-HR 0001845302-25-000003 filed by Greystone Financial Group, 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 82,647 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $19,256,762.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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