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Greystone Financial Group, LLC: MSFT position timeline

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

Greystone Financial Group, LLC held 18,050 MSFT 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 18,050 shares
    Change vs previous 13F -562 shares

    1.88% of the 13F portfolio, value $6,733,112.

    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 18,612 shares
    Change vs previous 13F -16,089 shares

    1.95% of the 13F portfolio, value $6,889,550.

    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 34,701 shares
    Change vs previous 13F -294 shares

    2.62% of the 13F portfolio, value $16,782,220.

    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 34,995 shares
    Change vs previous 13F -839 shares

    2.81% of the 13F portfolio, value $18,125,525.

    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 35,834 shares
    Change vs previous 13F -2,166 shares

    2.94% of the 13F portfolio, value $17,824,286.

    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 38,000 shares
    Change vs previous 13F +2,165 shares

    2.59% of the 13F portfolio, value $14,264,667.

    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 35,835 shares
    Change vs previous 13F +2,192 shares

    2.63% of the 13F portfolio, value $15,104,385.

    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 33,643 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $14,476,656.

    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).