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Greystone Financial Group, LLC: VTIP position timeline

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

Greystone Financial Group, LLC held 345,296 VTIP 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 345,296 shares
    Change vs previous 13F -7,670 shares

    4.85% of the 13F portfolio, value $17,344,218.

    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 352,966 shares
    Change vs previous 13F -228,925 shares

    4.99% of the 13F portfolio, value $17,630,652.

    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 581,891 shares
    Change vs previous 13F -10,252 shares

    4.49% of the 13F portfolio, value $28,780,329.

    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 592,143 shares
    Change vs previous 13F -105,318 shares

    4.65% of the 13F portfolio, value $29,980,195.

    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 697,461 shares
    Change vs previous 13F +676,593 shares

    5.77% of the 13F portfolio, value $35,061,372.

    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 20,868 shares
    Change vs previous 13F -3,610 shares

    0.19% of the 13F portfolio, value $1,041,318.

    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 24,478 shares
    Change vs previous 13F +5,537 shares

    0.21% of the 13F portfolio, value $1,185,230.

    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 18,941 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $933,979.

    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).