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Greystone Financial Group, LLC: BIV position timeline

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

Greystone Financial Group, LLC held 224,132 BIV 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 224,132 shares
    Change vs previous 13F -4,022 shares

    4.8% of the 13F portfolio, value $17,190,924.

    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 228,154 shares
    Change vs previous 13F -150,867 shares

    4.98% of the 13F portfolio, value $17,608,926.

    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 379,021 shares
    Change vs previous 13F +5,279 shares

    4.61% of the 13F portfolio, value $29,518,141.

    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 373,742 shares
    Change vs previous 13F -71,959 shares

    4.52% of the 13F portfolio, value $29,185,499.

    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 445,701 shares
    Change vs previous 13F +138,719 shares

    5.68% of the 13F portfolio, value $34,470,501.

    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 306,982 shares
    Change vs previous 13F +22,270 shares

    4.27% of the 13F portfolio, value $23,505,611.

    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 284,712 shares
    Change vs previous 13F +5,212 shares

    3.7% of the 13F portfolio, value $21,276,529.

    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 279,500 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $21,904,453.

    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).