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

Global Wealth Management Investment Advisory, Inc. held 101,186 GBDC 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 101,186 shares
    Change vs previous 13F +3,038 shares

    0.19% of the 13F portfolio, value $1,303,272.

    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 98,148 shares
    Change vs previous 13F +14,495 shares

    0.19% of the 13F portfolio, value $1,242,549.

    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 83,653 shares
    Change vs previous 13F +4,525 shares

    0.18% of the 13F portfolio, value $1,135,166.

    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 79,128 shares
    Change vs previous 13F +4,940 shares

    0.18% of the 13F portfolio, value $1,083,261.

    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 74,188 shares
    Change vs previous 13F +4,320 shares

    0.2% of the 13F portfolio, value $1,086,861.

    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 69,868 shares
    Change vs previous 13F -2,681 shares

    0.21% of the 13F portfolio, value $1,057,808.

    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 72,549 shares
    Change vs previous 13F +6,629 shares

    0.23% of the 13F portfolio, value $1,099,845.

    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 65,920 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $996,051.

    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).