Greystone Financial Group, LLC: IVV position timeline

Greystone Financial Group, LLC held 0 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,091 shares

   13F-HR 0001845302-26-000004 filed by Greystone Financial Group, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-09-30

   13F 1,091 shares

   Change vs previous 13F -30 shares

   0.11% of the 13F portfolio, value $730,306.

   13F-HR 0001845302-25-000011 filed by Greystone Financial Group, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 1,121 shares

   Change vs previous 13F +1,121 shares

   0.11% of the 13F portfolio, value $696,103.

   13F-HR 0001845302-25-000007 filed by Greystone Financial Group, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -558 shares

   13F-HR 0001845302-25-000003 filed by Greystone Financial Group, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

5. period ended2024-09-30

   13F 558 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $321,942.

   13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).