Position in PSFE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$209,788
-$36,738 QoQ
Shares Held
30,806
+1.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSFE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Greenwich Wealth Management LLC holds $67,948,967 across 6 Software - Infrastructure names.
| # | 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.
|
10,288 | $115,328 |
All Filings in PSFE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,788 | 30,806 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $246,526 | 30,473 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $368,387 | 28,513 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,834 | 28,513 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $447,368 | 28,513 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $487,572 | 28,513 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $639,546 | 28,513 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $504,109 | 28,513 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $450,220 | 28,513 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $364,681 | 28,513 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $341,571 | 28,488 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $287,443 | 28,488 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $461,886 | 26,745 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $371,488 | 26,745 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $393,302 | 285,002 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,299 | 234,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $711,899 | 210,000 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||