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Greenwich Wealth Management LLC Historic Quarter Change: USA Preferred Shares, Reduced

Greenwich Wealth Management LLC historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Greenwich Wealth Management LLC opened 0 positions, added to 5, reduced 6 and sold out of 0.

  • Q4 2015: Stock PFF; Country of operation —; Class US PFD STK IDX; Shares before 27,055.
  • Q3 2015: Stock PFF; Country of operation —; Class US PFD STK IDX; Shares before 28,125.
  • Q4 2014: Stock PFF; Country of operation —; Class US PFD STK IDX; Shares before 28,375.
  • Q3 2014: Stock PFF; Country of operation —; Class US PFD STK IDX; Shares before 28,390.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1439805), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-10); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2015PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX27,05525,695-1,360$1,044,000$998,000-$46,0002016-02-16
Q3 2015PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX28,12527,055-1,070$1,102,000$1,044,000-$58,0002015-11-05
Q4 2014PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX28,37528,125-250$1,121,000$1,109,000-$12,0002015-02-13
Q3 2014PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX28,39028,375-15$1,133,000$1,121,000-$12,0002014-11-13
Q2 2014PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX28,49028,390-100$1,112,000$1,133,000+$21,0002014-07-29
Q1 2014PFF
iShares S&P U.S. Preferred Stock Index
US PFD STK IDX30,03528,490-1,545$1,106,000$1,112,000+$6,0002014-04-10

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