Skip to content
Disclosery

Greenwich Wealth Management LLC: XLV position timeline

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

Greenwich Wealth Management LLC held 4,280 XLV 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 4,280 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $679,000.

    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 4,538 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $665,000.

    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 4,574 shares
    Change vs previous 13F +1,126 shares

    0.03% of the 13F portfolio, value $708,000.

    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 3,448 shares
    Change vs previous 13F -426 shares

    0.02% of the 13F portfolio, value $480,000.

    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 3,874 shares
    Change vs previous 13F -151 shares

    0.03% of the 13F portfolio, value $522,000.

    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 4,025 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $588,000.

    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 3,980 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $547,000.

    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 3,946 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $608,000.

    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).