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Disclosery

Greystone Financial Group, LLC: WM position timeline

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

Greystone Financial Group, LLC held 33,955 WM 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 33,955 shares
    Change vs previous 13F -1,203 shares

    2.11% of the 13F portfolio, value $7,567,890.

    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 35,158 shares
    Change vs previous 13F -22,912 shares

    2.29% of the 13F portfolio, value $8,078,957.

    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 58,070 shares
    Change vs previous 13F +4,342 shares

    1.99% of the 13F portfolio, value $12,758,560.

    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 53,728 shares
    Change vs previous 13F +6,799 shares

    1.84% of the 13F portfolio, value $11,864,754.

    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 46,929 shares
    Change vs previous 13F +5,269 shares

    1.77% of the 13F portfolio, value $10,738,294.

    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 41,660 shares
    Change vs previous 13F +5,054 shares

    1.75% of the 13F portfolio, value $9,644,707.

    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 36,606 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,386,725.

    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).