Position in IR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,633,076
+$37,246 QoQ
Shares Held
19,918
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#313
of 885 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Greenwich Wealth Management LLC holds $15,505,292 across 5 Specialty Industrial Machinery names. IR ranks #2 (10.5% of the industry book) .
All Filings in IR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633,076 | 19,918 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,595,830 | 19,918 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,577,903 | 19,918 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,676,525 | 20,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,684,977 | 20,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,594,037 | 19,918 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,801,782 | 19,918 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,961,825 | 19,986 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,825,884 | 20,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,910,394 | 20,120 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,540,458 | 19,918 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,270,767 | 19,943 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,303,474 | 19,943 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,160,283 | 19,943 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,045,992 | 20,019 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||