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Greystone Financial Group, LLC: ACWI position timeline

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

Greystone Financial Group, LLC held 13,996 ACWI 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 13,996 shares
    Change vs previous 13F +146 shares

    0.61% of the 13F portfolio, value $2,197,014.

    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 13,850 shares
    Change vs previous 13F -5,452 shares

    0.54% of the 13F portfolio, value $1,916,431.

    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 19,302 shares
    Change vs previous 13F +1,124 shares

    0.43% of the 13F portfolio, value $2,731,047.

    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 18,178 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $2,512,932.

    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 18,131 shares
    Change vs previous 13F +357 shares

    0.38% of the 13F portfolio, value $2,331,659.

    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 17,774 shares
    Change vs previous 13F +2,394 shares

    0.38% of the 13F portfolio, value $2,068,716.

    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 15,380 shares
    Change vs previous 13F +971 shares

    0.31% of the 13F portfolio, value $1,807,150.

    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 14,409 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,722,596.

    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).