Skip to main content

Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

BA holding history

Boeing Co in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,183
Value
$256.1K
% of portfolio
0.1%
Quarters held
14
Since Q1 2021
Holdings of BA by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,183$256.1K0.1%−1,954−62.3%ReducedHolders
Q1 20263,137$624.4K0.2%−6,050−65.9%ReducedHolders
Q4 20259,187$1.99M0.3%+379+4.3%AddedHolders
Q3 20258,808$1.90M0.3%+5,699+183.3%AddedHolders
Q2 20253,109$651.4K0.1%+3,109NewHolders
Q2 20240$00.0%−3,359−100.0%Sold outHolders
Q1 20243,359$648.3K0.1%+2,319+223.0%AddedHolders
Q4 20231,040$271.1K0.1%+1,040NewHolders
Q3 20230$00.0%−1,040−100.0%Sold outHolders
Q2 20231,040$219.6K0.1%−42−3.9%ReducedHolders
Q1 20231,082$229.8K0.1%+1,082NewHolders
Q2 20220$00.0%−5,502−100.0%Sold outHolders
Q1 20225,502$1.05M0.3%+656+13.5%AddedHolders
Q4 20214,846$976.0K0.2%+958+24.6%AddedHolders
Q3 20213,888$855.0K0.3%+167+4.5%AddedHolders
Q2 20213,721$891.0K0.2%+190+5.4%AddedHolders
Q1 20213,531$808.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.