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Disclosery

Greenwich Wealth Management LLC: CARY position timeline

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

Greenwich Wealth Management LLC held 490,759 CARY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 490,759 shares
    Change vs previous 13F +46,210 shares

    0.37% of the 13F portfolio, value $10,198,000.

    13F-HR 0001439805-26-000004 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 444,549 shares
    Change vs previous 13F +53,809 shares

    0.38% of the 13F portfolio, value $9,235,000.

    13F-HR 0001439805-26-000003 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 390,740 shares
    Change vs previous 13F +165,564 shares

    0.36% of the 13F portfolio, value $8,137,000.

    13F-HR 0001439805-26-000002 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 225,176 shares
    Change vs previous 13F +67,045 shares

    0.23% of the 13F portfolio, value $4,708,000.

    13F-HR 0001439805-25-000008 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,131 shares
    Change vs previous 13F +112,420 shares

    0.16% of the 13F portfolio, value $3,289,000.

    13F-HR 0001439805-25-000007 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,711 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $949,000.

    13F-HR 0001439805-25-000005 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).