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Greystone Financial Group, LLC: EMR position timeline

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

Greystone Financial Group, LLC held 48,917 EMR 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 48,917 shares
    Change vs previous 13F -1,748 shares

    1.96% of the 13F portfolio, value $7,002,515.

    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 50,665 shares
    Change vs previous 13F -33,221 shares

    1.88% of the 13F portfolio, value $6,638,136.

    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 83,886 shares
    Change vs previous 13F -854 shares

    1.74% of the 13F portfolio, value $11,133,403.

    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 84,740 shares
    Change vs previous 13F -12,199 shares

    1.72% of the 13F portfolio, value $11,116,192.

    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 96,939 shares
    Change vs previous 13F +10,201 shares

    2.13% of the 13F portfolio, value $12,924,830.

    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 86,738 shares
    Change vs previous 13F +14,024 shares

    1.73% of the 13F portfolio, value $9,509,949.

    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 72,714 shares
    Change vs previous 13F +1,618 shares

    1.57% of the 13F portfolio, value $9,011,484.

    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 71,096 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $7,775,775.

    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).