Greenbush Financial Group, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 302,028
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 36 | 302,028 | 13F-HR | Greenbush Financial Group, LLC |
| Q4 2025 | 1/20/2026 | 34 | 294,065 | 13F-HR | Greenbush Financial Group, LLC |
| Q3 2025 | 10/21/2025 | 32 | 260,601 | 13F-HR | Greenbush Financial Group, LLC |
| Q2 2025 | 7/17/2025 | 32 | 229,519 | 13F-HR | Greenbush Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.18 K | 22.6% | 0 | 118.3 K | -118.3 K |
| ETFs | 218.1 K | 72.2% | 123.8 K | 0 | 123.8 K |
| Debt | 15.78 K | 5.2% | 2.483 K | 0 | 2.483 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
302,028
Holdings
36
QoQ value change ($000)
7,963
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.