13F Filings History of Greenbush Financial Group, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$294,065,369
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 34 stock holdings with total value $294,065,369 as of Q4 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 Filing Time
Q4 2025 34 $294,065,369 +$28,485,939 -$209,437 +$28,276,502 VOO, CGGR, BND, CGBL, GLD 13F-HR 20 Jan 2026, 08:53
Q3 2025 32 $260,600,693 +$15,526,359 -$322,211 +$15,204,148 VOO, CGGR, BND, CGBL, GLD 13F-HR 21 Oct 2025, 08:44
Q2 2025 32 $229,519,322 +$21,581,642 -$10,213,936 +$11,367,706 VOO, CGGR, BND, CGBL, VTV 13F-HR 17 Jul 2025, 12:53
Q1 2025 33 $201,037,854 +$19,487,215 -$3,170,029 +$16,317,186 VOO, CGGR, BND, GLD, VTV 13F-HR 18 Apr 2025, 11:20
Q4 2024 33 $189,773,367 $0 $0 $0 VOO, CGGR, BND, GLD, VTV 13F-HR 18 Apr 2025, 11:17