Skip to content
Disclosery

Greystone Financial Group, LLC: BNY position timeline

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

Greystone Financial Group, LLC held 60,065 BNY 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 60,065 shares
    Change vs previous 13F -2,652 shares

    2.43% of the 13F portfolio, value $8,685,928.

    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 62,717 shares
    Change vs previous 13F -73,934 shares

    2.11% of the 13F portfolio, value $7,440,139.

    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 136,651 shares
    Change vs previous 13F -3,856 shares

    2.48% of the 13F portfolio, value $15,863,784.

    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 140,507 shares
    Change vs previous 13F -13,603 shares

    2.37% of the 13F portfolio, value $15,309,665.

    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 154,110 shares
    Change vs previous 13F +5,534 shares

    2.31% of the 13F portfolio, value $14,040,925.

    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 148,576 shares
    Change vs previous 13F -8,643 shares

    2.26% of the 13F portfolio, value $12,461,057.

    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 157,219 shares
    Change vs previous 13F +3,615 shares

    2.1% of the 13F portfolio, value $12,079,142.

    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 153,604 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $11,037,998.

    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).