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
- period ended2026-06-3013F 1,183 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,137 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,187 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,109 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).