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

Global Wealth Management Investment Advisory, Inc. held 15,970 EFV 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 15,970 shares
    Change vs previous 13F -67 shares

    0.17% of the 13F portfolio, value $1,222,507.

    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 16,037 shares
    Change vs previous 13F -1,529 shares

    0.19% of the 13F portfolio, value $1,192,325.

    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 17,566 shares
    Change vs previous 13F -1,461 shares

    0.2% of the 13F portfolio, value $1,254,363.

    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 19,027 shares
    Change vs previous 13F -206 shares

    0.22% of the 13F portfolio, value $1,290,624.

    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 19,233 shares
    Change vs previous 13F -2,052 shares

    0.23% of the 13F portfolio, value $1,220,932.

    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 21,285 shares
    Change vs previous 13F +2,355 shares

    0.25% of the 13F portfolio, value $1,254,531.

    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 18,930 shares
    Change vs previous 13F -39 shares

    0.2% of the 13F portfolio, value $993,243.

    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 18,969 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,091,315.

    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).