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Disclosery

Greystone Financial Group, LLC: SPG position timeline

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

Greystone Financial Group, LLC held 40,276 SPG 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 40,276 shares
    Change vs previous 13F -1,719 shares

    2.52% of the 13F portfolio, value $9,007,751.

    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 41,995 shares
    Change vs previous 13F -27,275 shares

    2.22% of the 13F portfolio, value $7,833,236.

    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 69,270 shares
    Change vs previous 13F -1,551 shares

    2% of the 13F portfolio, value $12,822,519.

    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 70,821 shares
    Change vs previous 13F +17,418 shares

    2.06% of the 13F portfolio, value $13,291,020.

    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 53,403 shares
    Change vs previous 13F +6,816 shares

    1.41% of the 13F portfolio, value $8,585,044.

    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 46,587 shares
    Change vs previous 13F +6,289 shares

    1.4% of the 13F portfolio, value $7,737,162.

    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 40,298 shares
    Change vs previous 13F +597 shares

    1.21% of the 13F portfolio, value $6,939,678.

    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 39,701 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $6,710,202.

    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).