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Global Wealth Management Investment Advisory, Inc.: BAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Management Investment Advisory, Inc. on BAC, newest first. How the timeline and the estimate are built.

Global Wealth Management Investment Advisory, Inc. held 264,099 BAC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,099 shares
    Change vs previous 13F +16,313 shares

    2.14% of the 13F portfolio, value $15,048,380.

    13F-HR 0001767855-26-000003 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 247,786 shares
    Change vs previous 13F +12,586 shares

    1.89% of the 13F portfolio, value $12,079,585.

    13F-HR 0001767855-26-000002 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 235,200 shares
    Change vs previous 13F +3,590 shares

    2.07% of the 13F portfolio, value $12,936,017.

    13F-HR 0001767855-26-000001 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 231,610 shares
    Change vs previous 13F -4,307 shares

    2% of the 13F portfolio, value $11,948,766.

    13F-HR 0001767855-25-000006 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 235,917 shares
    Change vs previous 13F -5,291 shares

    2.09% of the 13F portfolio, value $11,163,569.

    13F-HR 0001767855-25-000004 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 241,208 shares
    Change vs previous 13F +8,048 shares

    2.01% of the 13F portfolio, value $10,065,600.

    13F-HR 0001767855-25-000003 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 233,160 shares
    Change vs previous 13F +3,871 shares

    2.11% of the 13F portfolio, value $10,247,375.

    13F-HR 0001767855-25-000001 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 229,289 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $9,098,205.

    13F-HR 0001803662-24-000007 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).