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Disclosery

Greystone Financial Group, LLC: SCHW position timeline

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

Greystone Financial Group, LLC held 2,647 SCHW 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 2,647 shares
    Change vs previous 13F -418 shares

    0.07% of the 13F portfolio, value $244,239.

    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 3,065 shares
    Change vs previous 13F -11,588 shares

    0.08% of the 13F portfolio, value $288,049.

    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 14,653 shares
    Change vs previous 13F +282 shares

    0.23% of the 13F portfolio, value $1,463,981.

    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 14,371 shares
    Change vs previous 13F -215 shares

    0.21% of the 13F portfolio, value $1,371,999.

    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 14,586 shares
    Change vs previous 13F -83 shares

    0.22% of the 13F portfolio, value $1,330,827.

    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 14,669 shares
    Change vs previous 13F -394 shares

    0.21% of the 13F portfolio, value $1,148,289.

    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 15,063 shares
    Change vs previous 13F -1,092 shares

    0.19% of the 13F portfolio, value $1,114,813.

    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 16,155 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,047,006.

    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).