13F Filings History of Greenbush Financial Group, LLC

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$261M
Signature - Title
Robert M. Mangold Jr. - Partner
Location
Albany, NY
Summary
This page shows a list of all the recent 13F filings made by Greenbush Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greenbush Financial Group, LLC reported 32 stock holdings with total value $261M as of Q3 2025. Top holdings included VOO, CGGR, BND, CGBL, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 32 $261M +$15.5M -$322K +$15.2M VOO, CGGR, BND, CGBL, GLD 13F-HR 10/21/2025, 08:44 AM
Q2 2025 32 $230M +$21.6M -$10.2M +$11.4M VOO, CGGR, BND, CGBL, VTV 13F-HR 7/17/2025, 12:53 PM
Q1 2025 33 $201M +$19.5M -$3.17M +$16.3M VOO, CGGR, BND, GLD, VTV 13F-HR 4/18/2025, 11:20 AM
Q4 2024 33 $190M $0 $0 VOO, CGGR, BND, GLD, VTV 13F-HR 4/18/2025, 11:17 AM