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Disclosery

Greenwich Wealth Management LLC: XLE position timeline

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

Greenwich Wealth Management LLC held 14,842 XLE 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 14,842 shares
    Change vs previous 13F -96 shares

    0.03% of the 13F portfolio, value $788,000.

    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 14,938 shares
    Change vs previous 13F -3,797 shares

    0.04% of the 13F portfolio, value $915,000.

    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 18,735 shares
    Change vs previous 13F +9,295 shares

    0.04% of the 13F portfolio, value $838,000.

    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 9,440 shares
    Change vs previous 13F -219 shares

    0.04% of the 13F portfolio, value $843,000.

    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 9,659 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $819,000.

    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 9,347 shares
    Change vs previous 13F -443 shares

    0.07% of the 13F portfolio, value $873,000.

    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 9,790 shares
    Change vs previous 13F -311 shares

    0.06% of the 13F portfolio, value $839,000.

    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 10,101 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $887,000.

    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).