Skip to content
Disclosery

Greystone Financial Group, LLC: GS position timeline

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

Greystone Financial Group, LLC held 311 GS 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 311 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $314,536.

    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 367 shares
    Change vs previous 13F -1,408 shares

    0.09% of the 13F portfolio, value $310,478.

    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 1,775 shares
    Change vs previous 13F -44 shares

    0.24% of the 13F portfolio, value $1,560,253.

    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 1,819 shares
    Change vs previous 13F -182 shares

    0.22% of the 13F portfolio, value $1,448,576.

    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 2,001 shares
    Change vs previous 13F +30 shares

    0.23% of the 13F portfolio, value $1,416,214.

    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 1,971 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,076,738.

    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).