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Greystone Financial Group, LLC: HOOD position timeline

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

Greystone Financial Group, LLC held 0 HOOD shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,996 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,996 shares
    Change vs previous 13F -456 shares

    0.09% of the 13F portfolio, value $565,048.

    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).

  3. period ended2025-09-30
    13F 5,452 shares
    Change vs previous 13F -1,347 shares

    0.12% of the 13F portfolio, value $780,617.

    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).

  4. period ended2025-06-30
    13F 6,799 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $636,590.

    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).