Skip to content
Disclosery

Greystone Financial Group, LLC: IJH position timeline

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

Greystone Financial Group, LLC held 11,878 IJH 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 11,878 shares
    Change vs previous 13F -1,462 shares

    0.26% of the 13F portfolio, value $915,879.

    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 13,340 shares
    Change vs previous 13F -18,670 shares

    0.25% of the 13F portfolio, value $900,829.

    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 32,010 shares
    Change vs previous 13F -27,323 shares

    0.33% of the 13F portfolio, value $2,112,664.

    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 59,333 shares
    Change vs previous 13F -5,850 shares

    0.6% of the 13F portfolio, value $3,872,086.

    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 65,183 shares
    Change vs previous 13F +28,133 shares

    0.67% of the 13F portfolio, value $4,042,638.

    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 37,050 shares
    Change vs previous 13F -5,794 shares

    0.39% of the 13F portfolio, value $2,161,869.

    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 42,844 shares
    Change vs previous 13F +5,929 shares

    0.46% of the 13F portfolio, value $2,669,606.

    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 36,915 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,300,519.

    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).