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Disclosery

Greystone Financial Group, LLC: WMT position timeline

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

Greystone Financial Group, LLC held 62,610 WMT 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 62,610 shares
    Change vs previous 13F -2,143 shares

    1.98% of the 13F portfolio, value $7,091,161.

    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 64,753 shares
    Change vs previous 13F -95,232 shares

    2.28% of the 13F portfolio, value $8,047,536.

    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 159,985 shares
    Change vs previous 13F -6,276 shares

    2.78% of the 13F portfolio, value $17,823,962.

    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 166,261 shares
    Change vs previous 13F -1,503 shares

    2.65% of the 13F portfolio, value $17,134,890.

    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 167,764 shares
    Change vs previous 13F -2,290 shares

    2.7% of the 13F portfolio, value $16,403,987.

    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 170,054 shares
    Change vs previous 13F +1,793 shares

    2.71% of the 13F portfolio, value $14,929,013.

    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 168,261 shares
    Change vs previous 13F -6,535 shares

    2.64% of the 13F portfolio, value $15,202,355.

    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 174,796 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $14,114,754.

    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).