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Greenwich Wealth Management LLC: KD position timeline

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

Greenwich Wealth Management LLC held 36,862 KD 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 36,862 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $417,000.

    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 37,248 shares
    Change vs previous 13F +5,237 shares

    0.02% of the 13F portfolio, value $489,000.

    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 32,011 shares
    Change vs previous 13F +5,649 shares

    0.04% of the 13F portfolio, value $850,000.

    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 26,362 shares
    Change vs previous 13F +883 shares

    0.04% of the 13F portfolio, value $792,000.

    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 25,479 shares
    Change vs previous 13F -1,089 shares

    0.05% of the 13F portfolio, value $1,069,000.

    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 26,568 shares
    Change vs previous 13F -1,648 shares

    0.06% of the 13F portfolio, value $834,000.

    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 28,216 shares
    Change vs previous 13F +144 shares

    0.07% of the 13F portfolio, value $976,000.

    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 28,072 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $645,000.

    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).