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

Global Wealth Management Investment Advisory, Inc. held 12,808 IWY 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 12,808 shares
    Change vs previous 13F -104 shares

    0.53% of the 13F portfolio, value $3,722,133.

    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 12,912 shares
    Change vs previous 13F -397 shares

    0.5% of the 13F portfolio, value $3,212,947.

    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 13,309 shares
    Change vs previous 13F -1,023 shares

    0.59% of the 13F portfolio, value $3,685,697.

    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 14,332 shares
    Change vs previous 13F -202 shares

    0.66% of the 13F portfolio, value $3,921,839.

    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 14,534 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,582,660.

    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 14,534 shares
    Change vs previous 13F -796 shares

    0.61% of the 13F portfolio, value $3,065,815.

    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 15,330 shares
    Change vs previous 13F -726 shares

    0.74% of the 13F portfolio, value $3,606,686.

    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 16,056 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,533,148.

    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).