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Disclosery

Greystone Financial Group, LLC: AXP position timeline

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

Greystone Financial Group, LLC held 2,793 AXP 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 2,793 shares
    Change vs previous 13F -244 shares

    0.26% of the 13F portfolio, value $944,599.

    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 3,037 shares
    Change vs previous 13F -37,947 shares

    0.26% of the 13F portfolio, value $918,512.

    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 40,984 shares
    Change vs previous 13F -5,093 shares

    2.37% of the 13F portfolio, value $15,161,861.

    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 46,077 shares
    Change vs previous 13F -1,087 shares

    2.37% of the 13F portfolio, value $15,305,094.

    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 47,164 shares
    Change vs previous 13F -444 shares

    2.48% of the 13F portfolio, value $15,044,430.

    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 47,608 shares
    Change vs previous 13F -2,485 shares

    2.33% of the 13F portfolio, value $12,808,891.

    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 50,093 shares
    Change vs previous 13F +697 shares

    2.59% of the 13F portfolio, value $14,866,984.

    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 49,396 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $13,396,280.

    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).