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

Global Wealth Management Investment Advisory, Inc. held 8,190 EFG 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 8,190 shares
    Change vs previous 13F -937 shares

    0.15% of the 13F portfolio, value $1,019,026.

    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 9,127 shares
    Change vs previous 13F -710 shares

    0.16% of the 13F portfolio, value $1,016,482.

    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 9,837 shares
    Change vs previous 13F -745 shares

    0.18% of the 13F portfolio, value $1,120,639.

    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 10,582 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $1,205,026.

    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 10,618 shares
    Change vs previous 13F +285 shares

    0.22% of the 13F portfolio, value $1,189,164.

    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 10,333 shares
    Change vs previous 13F +70 shares

    0.21% of the 13F portfolio, value $1,033,307.

    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 10,263 shares
    Change vs previous 13F -144 shares

    0.2% of the 13F portfolio, value $993,773.

    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 10,407 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,120,302.

    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).