Filer Snapshot

Greystone Financial Group, LLC

CIK 0001845302. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

22

Latest filing

24 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$353.34M

78 holdings for Q1 2026

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Largest parsed holding

BSV

$21.99M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 24 Apr 2026 for CIK 0001845302.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$353.34M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$353.34M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

BSV VTIP BIV BLV VWOB
+15 moreCVX AAPL AMGN LMT JPM LIN AVGO WM WMT DUK LOW SPG TJX BK MS

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

BSV VTIP BIV BLV VWOB CVX AAPL AMGN
+12 moreLMT JPM LIN AVGO WM WMT DUK LOW SPG TJX BK MS
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
665 Hulet Dr, Bloomfield Hills, MI, 48302
SEC profile 2 profile fields
State of incorporation
MI
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Greystone Financial Group, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $353.34M across 78 reported holdings for Q1 2026.
  • Largest parsed 13F holding: BSV at $21.99M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 78 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 24 Apr 2026

Top 5 concentration

25%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$87.8M

Compared with $353.34M total 13F value.

Top 5 net change

-$57.72M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: NOW ยท Largest trim: BSV

BSV VTIP BIV BLV VWOB Other holdings

BSV

6.2%

Vanguard Bd Index Fds

$21.99M

VTIP

5%

Vanguard Malvern Fds

$17.63M

BIV

5%

Vanguard Bd Index Fds

$17.61M

BLV

5%

Vanguard Bd Index Fds

$17.51M

VWOB

3.7%

Vanguard Whitehall Fds

$13.06M

Latest update

What changed recently for Greystone Financial Group, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 24 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Greystone Financial Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001845302 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
22
First seen
12 Feb 2021
Latest filing
24 Apr 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Greystone Financial Group, LLC SEC filings Greystone Financial Group, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 22 SEC filings for Greystone Financial Group, LLC.

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13F-HR

13F-HR filing

Filing date
24 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
03 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
06 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
22 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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