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Greystone Financial Group, LLC: LLY position timeline

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

Greystone Financial Group, LLC held 182 LLY 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 182 shares
    Change vs previous 13F +182 shares

    0.06% of the 13F portfolio, value $218,296.

    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 0 shares
    Change vs previous 13F -925 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.

  3. period ended2025-12-31
    13F 925 shares
    Change vs previous 13F -233 shares

    0.16% of the 13F portfolio, value $994,091.

    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 1,158 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $883,560.

    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 1,178 shares
    Change vs previous 13F +262 shares

    0.15% of the 13F portfolio, value $918,289.

    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 916 shares
    Change vs previous 13F +61 shares

    0.14% of the 13F portfolio, value $756,535.

    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 855 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $660,060.

    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).