Greenwich Wealth Management LLC: SWKS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenwich Wealth Management LLC on SWKS, newest first. How the timeline and the estimate are built.
Greenwich Wealth Management LLC held 21,942 SWKS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F/A 21,942 sharesChange vs previous 13F -174 shares
0.05% of the 13F portfolio, value $1,488,000.
13F-HR 0001439805-26-000004 filed by Greenwich 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 22,116 sharesChange vs previous 13F +720 shares
0.05% of the 13F portfolio, value $1,184,000.
13F-HR 0001439805-26-000003 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,396 sharesChange vs previous 13F -46 shares
0.06% of the 13F portfolio, value $1,357,000.
13F-HR 0001439805-26-000002 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,442 sharesChange vs previous 13F -720 shares
0.08% of the 13F portfolio, value $1,651,000.
13F-HR 0001439805-25-000008 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,162 sharesChange vs previous 13F +419 shares
0.08% of the 13F portfolio, value $1,652,000.
13F-HR 0001439805-25-000007 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,743 sharesChange vs previous 13F -60 shares
0.11% of the 13F portfolio, value $1,405,000.
13F-HR 0001439805-25-000005 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,803 sharesChange vs previous 13F +224 shares
0.14% of the 13F portfolio, value $1,933,000.
13F-HR 0001439805-25-000001 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,579 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $2,131,000.
13F-HR 0001439805-24-000006 filed by Greenwich Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).