Greenline Wealth Management LLC: DTCR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenline Wealth Management LLC on DTCR, newest first. How the timeline and the estimate are built.
Greenline Wealth Management LLC held 25,336 DTCR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 25,336 sharesChange vs previous 13F +8,829 shares
0.63% of the 13F portfolio, value $769,466.
13F-HR 0002085853-26-000830 filed by Greenline Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,507 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $395,508.
13F-HR 0002085853-26-000592 filed by Greenline Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).