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Manager record

Greenwich Wealth Management LLC

Greenwich, CT · CIK 1439805 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.10MReported 13F valueQ2 2026 · as filed
297Holdings listed
+189.7%vs prior quartervalue change includes market moves
5Quarters on record
Sep 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.1M$2.1MQ2 2025254 holdingsQ3 2025: $2.0M$2.0MQ3 2025278 holdingsQ4 2025: $2.2M$2.2MQ4 2025287 holdingsQ1 2026: $2.4M$2.4MQ1 2026308 holdingsQ2 2026: $7.1M$7.1MQ2 2026297 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 29 2026 13F-HR/A · period Q2 2026

$4.35M · 1 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 12 2026 13F-HR · period Q2 2026

$2.74M · 296 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$2.45M · 308 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$2.24M · 287 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$2.00M · 278 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$2.06M · 254 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 29, 2026 · Change methodology