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Disclosery

Greenwich Wealth Management LLC: XBI position timeline

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

Greenwich Wealth Management LLC held 8,181 XBI 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 8,181 shares
    Change vs previous 13F -700 shares

    0.05% of the 13F portfolio, value $1,295,000.

    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 8,881 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $1,134,000.

    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 9,361 shares
    Change vs previous 13F -55 shares

    0.05% of the 13F portfolio, value $1,141,000.

    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 9,416 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $943,000.

    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 9,406 shares
    Change vs previous 13F -1,031 shares

    0.04% of the 13F portfolio, value $780,000.

    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 10,437 shares
    Change vs previous 13F -536 shares

    0.06% of the 13F portfolio, value $846,000.

    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 10,973 shares
    Change vs previous 13F -284 shares

    0.07% of the 13F portfolio, value $988,000.

    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 11,257 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,112,000.

    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).