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Disclosery

Greenwich Wealth Management LLC: ROE position timeline

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

Greenwich Wealth Management LLC held 300,089 ROE 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 300,089 shares
    Change vs previous 13F +10,008 shares

    0.47% of the 13F portfolio, value $12,793,000.

    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 290,081 shares
    Change vs previous 13F +95,514 shares

    0.42% of the 13F portfolio, value $10,278,000.

    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 194,567 shares
    Change vs previous 13F +77,742 shares

    0.31% of the 13F portfolio, value $6,862,000.

    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 116,825 shares
    Change vs previous 13F +52,934 shares

    0.2% of the 13F portfolio, value $4,039,000.

    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 63,891 shares
    Change vs previous 13F +4,471 shares

    0.1% of the 13F portfolio, value $2,058,000.

    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 59,420 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,739,000.

    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).