Global Wealth Management Investment Advisory, Inc.: IBM 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 IBM, newest first. How the timeline and the estimate are built.
Global Wealth Management Investment Advisory, Inc. held 20,638 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 20,638 sharesChange vs previous 13F +1,224 shares
0.83% of the 13F portfolio, value $5,803,664.
13F-HR 0001767855-26-000003 filed by Global Wealth Management Investment Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,414 sharesChange vs previous 13F +18,650 shares
0.74% of the 13F portfolio, value $4,705,854.
13F-HR 0001767855-26-000002 filed by Global Wealth Management Investment Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 764 sharesChange vs previous 13F -8 shares
0.04% of the 13F portfolio, value $226,304.
13F-HR 0001767855-26-000001 filed by Global Wealth Management Investment Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 772 sharesChange vs previous 13F +60 shares
0.04% of the 13F portfolio, value $217,828.
13F-HR 0001767855-25-000006 filed by Global Wealth Management Investment Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 712 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $209,883.
13F-HR 0001767855-25-000004 filed by Global Wealth Management Investment Advisory, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).