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Disclosery

Greystone Financial Group, LLC: MCK position timeline

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

Greystone Financial Group, LLC held 6,555 MCK 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 6,555 shares
    Change vs previous 13F -197 shares

    1.38% of the 13F portfolio, value $4,953,033.

    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 6,752 shares
    Change vs previous 13F -4,387 shares

    1.65% of the 13F portfolio, value $5,842,990.

    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 11,139 shares
    Change vs previous 13F -297 shares

    1.43% of the 13F portfolio, value $9,137,279.

    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 11,436 shares
    Change vs previous 13F +88 shares

    1.37% of the 13F portfolio, value $8,834,824.

    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 11,348 shares
    Change vs previous 13F -5,085 shares

    1.37% of the 13F portfolio, value $8,315,634.

    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 16,433 shares
    Change vs previous 13F +108 shares

    2.01% of the 13F portfolio, value $11,059,277.

    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 16,325 shares
    Change vs previous 13F +2,516 shares

    1.62% of the 13F portfolio, value $9,303,798.

    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 13,809 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $6,827,453.

    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).