Greenwich Wealth Management LLC originally filed its 13F report for Q2 2026 on August 12, 2026. The filing was subsequently amended, with the latest update submitted on September 29, 2026. The portfolio totaled 2.74 B reflecting a +11.99% change from the prior quarter, spanning 296 assets. The top 10 holdings comprised 59.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 24 new positions and 35 complete exits.
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Yes. Greenwich Wealth Management originally filed on 08/12/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 09/29/2026.
In the Q2 2026 filing, Greenwich Wealth Management reported a managed portfolio value of 4.35 M, consisting of 1 individual positions.
Multiple filings indicate that Greenwich Wealth Management updated their Q2 2026 report. The initial filing was submitted on 08/12/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Greenwich Wealth Management bought or sold during Q2 2026, please visit Greenwich Wealth Management's Portfolio Analysis page.