Position in AVPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,328
New position
Shares Held
10,288
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 252 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Greenwich Wealth Management LLC holds $67,948,967 across 6 Software - Infrastructure names. AVPT ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
188,040 | $27,557,262 | |
| 2 | MSFT |
Microsoft Corp
|
55,838 | $20,828,690 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
160,800 | $18,760,536 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,187 | $404,790 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,480 | $282,361 | |
| 6 | AVPT |
AvePoint, Inc.
This page
|
10,288 | $115,328 |
All Filings in AVPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,328 | 10,288 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||