Greenline Wealth Management LLC: DFIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenline Wealth Management LLC on DFIP, newest first. How the timeline and the estimate are built.

Greenline Wealth Management LLC held 0 DFIP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -98 shares
13F-HR 0002085853-26-000592 filed by Greenline Wealth Management LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 98 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $4,072.
13F-HR 0002111541-26-000001 filed by Greenline Wealth Management LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).