• 13F History

Greenbush Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$201M
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 33 stock holdings with total value $201M as of Q1 2025. Top holdings included VOO, CGGR, BND, GLD, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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