Greenline Wealth Management LLC

Q2 2026 13F Holdings

Location
Boca Raton, FL
Holdings as of
6/30/2026
Value ($000)
$121,685
Num holdings
131
Date filed
7/23/2026
Form type
13F-HR
Prev filing
5/14/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type