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Greenline Wealth Management LLC
Aggressive Growth
Concentrated trader
CIK: 0002111541 | BOCA RATON, FL
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
131
$121.7M
2026-07-23
SEC ↗
Q1 2026
13F-HR
94
$86.7M
2026-05-14
SEC ↗
Q4 2025
13F-HR
552
$96.6M
2026-02-13
SEC ↗