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Greystone Financial Group, LLC: VWOB position timeline

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

Greystone Financial Group, LLC held 194,585 VWOB 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 194,585 shares
    Change vs previous 13F -4,267 shares

    3.66% of the 13F portfolio, value $13,083,895.

    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 198,852 shares
    Change vs previous 13F -129,964 shares

    3.7% of the 13F portfolio, value $13,062,588.

    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 328,816 shares
    Change vs previous 13F +3,812 shares

    3.46% of the 13F portfolio, value $22,172,063.

    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 325,004 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $21,742,768.

    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).