Skip to content
Disclosery

Global Wealth Management Investment Advisory, Inc.: CAT 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 CAT, newest first. How the timeline and the estimate are built.

Global Wealth Management Investment Advisory, Inc. held 7,204 CAT 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 7,204 shares
    Change vs previous 13F -1,026 shares

    1.09% of the 13F portfolio, value $7,672,071.

    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 8,230 shares
    Change vs previous 13F -2,830 shares

    0.91% of the 13F portfolio, value $5,830,274.

    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 11,060 shares
    Change vs previous 13F -864 shares

    1.02% of the 13F portfolio, value $6,335,744.

    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 11,924 shares
    Change vs previous 13F -530 shares

    0.95% of the 13F portfolio, value $5,689,627.

    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 12,454 shares
    Change vs previous 13F -598 shares

    0.91% of the 13F portfolio, value $4,834,866.

    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 13,052 shares
    Change vs previous 13F +450 shares

    0.86% of the 13F portfolio, value $4,304,638.

    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 12,602 shares
    Change vs previous 13F +268 shares

    0.94% of the 13F portfolio, value $4,571,565.

    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 12,334 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $4,824,234.

    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).