Skip to content

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

Global Wealth Management Investment Advisory, Inc. held 218,529 IEFA 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 218,529 shares
    Change vs previous 13F +8,788 shares

    3% of the 13F portfolio, value $21,105,485.

    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 209,741 shares
    Change vs previous 13F +8,914 shares

    2.97% of the 13F portfolio, value $18,987,844.

    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 200,827 shares
    Change vs previous 13F +11,200 shares

    2.88% of the 13F portfolio, value $17,965,999.

    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 189,627 shares
    Change vs previous 13F +5,845 shares

    2.78% of the 13F portfolio, value $16,556,346.

    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 183,782 shares
    Change vs previous 13F +16,034 shares

    2.88% of the 13F portfolio, value $15,342,092.

    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 167,748 shares
    Change vs previous 13F +24,754 shares

    2.54% of the 13F portfolio, value $12,690,168.

    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 142,994 shares
    Change vs previous 13F +9,548 shares

    2.07% of the 13F portfolio, value $10,049,647.

    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 133,446 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $10,415,429.

    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).