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Greystone Financial Group, LLC: BA position timeline

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

Greystone Financial Group, LLC held 1,183 BA 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 1,183 shares
    Change vs previous 13F -1,954 shares

    0.07% of the 13F portfolio, value $256,084.

    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 3,137 shares
    Change vs previous 13F -6,050 shares

    0.18% of the 13F portfolio, value $624,357.

    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 9,187 shares
    Change vs previous 13F +379 shares

    0.31% of the 13F portfolio, value $1,994,681.

    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 8,808 shares
    Change vs previous 13F +5,699 shares

    0.29% of the 13F portfolio, value $1,901,031.

    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 3,109 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $651,429.

    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).