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Greenwich Wealth Management LLC: IBKR position timeline

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

Greenwich Wealth Management LLC held 9,921,755 IBKR 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 9,921,755 shares
    Change vs previous 13F -2,288 shares

    31.43% of the 13F portfolio, value $863,590,000.

    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 9,924,043 shares
    Change vs previous 13F +738,935 shares

    27.17% of the 13F portfolio, value $665,606,000.

    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 9,185,108 shares
    Change vs previous 13F -1,182,168 shares

    26.35% of the 13F portfolio, value $590,694,000.

    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 10,367,276 shares
    Change vs previous 13F -497,256 shares

    35.59% of the 13F portfolio, value $713,372,000.

    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 10,864,532 shares
    Change vs previous 13F +8,159,175 shares

    29.22% of the 13F portfolio, value $602,004,000.

    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 2,705,357 shares
    Change vs previous 13F -69,225 shares

    33.9% of the 13F portfolio, value $447,980,000.

    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).

  7. period ended2024-12-31
    13F 2,774,582 shares
    Change vs previous 13F -204,641 shares

    34.56% of the 13F portfolio, value $490,185,000.

    13F-HR 0001439805-25-000001 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).

  8. period ended2024-09-30
    13F 2,979,223 shares
    Change vs previous 13F not available

    28.24% of the 13F portfolio, value $415,185,000.

    13F-HR 0001439805-24-000006 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).