Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,032,922
+$22,870 QoQ
Shares Held
14,629
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#454
of 1,682 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Greenwich Wealth Management LLC holds $17,416,027 across 5 Healthcare Plans names. CI ranks #2 (23.2% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,032,922 | 14,629 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,010,052 | 15,033 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,026,339 | 14,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,216,809 | 14,629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,918,038 | 14,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,931,381 | 14,989 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,135,196 | 14,975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,149,137 | 14,863 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,834,586 | 14,625 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,311,290 | 14,624 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,379,156 | 14,624 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,295,627 | 15,016 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,200,301 | 14,969 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,791,554 | 14,838 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,909,464 | 14,817 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||