Greenwich Wealth Management LLC: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greenwich Wealth Management LLC on WY, newest first. How the timeline and the estimate are built.
Greenwich Wealth Management LLC held 554,256 WY 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 554,256 sharesChange vs previous 13F 0 shares
0.48% of the 13F portfolio, value $13,269,000.
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 554,256 sharesChange vs previous 13F 0 shares
0.55% of the 13F portfolio, value $13,540,000.
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 554,256 sharesChange vs previous 13F 0 shares
0.59% of the 13F portfolio, value $13,130,000.
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 554,256 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $13,740,000.
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 554,256 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $14,239,000.
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 554,256 sharesChange vs previous 13F -810 shares
1.23% of the 13F portfolio, value $16,229,000.
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 555,066 sharesChange vs previous 13F +298 shares
1.1% of the 13F portfolio, value $15,625,000.
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 554,768 sharesChange vs previous 13F not available
1.28% of the 13F portfolio, value $18,784,000.
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).