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Greystone Financial Group, LLC: AVGO position timeline

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

Greystone Financial Group, LLC held 34,297 AVGO 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 34,297 shares
    Change vs previous 13F +6,752 shares

    3.62% of the 13F portfolio, value $12,955,605.

    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 27,545 shares
    Change vs previous 13F -19,787 shares

    2.41% of the 13F portfolio, value $8,525,341.

    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 47,332 shares
    Change vs previous 13F -1,159 shares

    2.56% of the 13F portfolio, value $16,381,440.

    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 48,491 shares
    Change vs previous 13F -14,533 shares

    2.48% of the 13F portfolio, value $15,997,713.

    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 63,024 shares
    Change vs previous 13F -6,721 shares

    2.86% of the 13F portfolio, value $17,372,497.

    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 69,745 shares
    Change vs previous 13F -11,717 shares

    2.12% of the 13F portfolio, value $11,677,433.

    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 81,462 shares
    Change vs previous 13F -5,097 shares

    3.29% of the 13F portfolio, value $18,886,159.

    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 86,559 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $14,931,435.

    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).