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Greystone Financial Group, LLC: SBUX position timeline

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

Greystone Financial Group, LLC held 62,211 SBUX 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 62,211 shares
    Change vs previous 13F -2,825 shares

    1.78% of the 13F portfolio, value $6,357,353.

    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 65,036 shares
    Change vs previous 13F -43,536 shares

    1.65% of the 13F portfolio, value $5,826,582.

    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 108,572 shares
    Change vs previous 13F -27,889 shares

    1.43% of the 13F portfolio, value $9,142,850.

    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 136,461 shares
    Change vs previous 13F +3,121 shares

    1.79% of the 13F portfolio, value $11,544,576.

    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 133,340 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $12,217,908.

    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).