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

Global Wealth Management Investment Advisory, Inc. held 116,637 OBDC 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 116,637 shares
    Change vs previous 13F +15,139 shares

    0.18% of the 13F portfolio, value $1,267,840.

    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 101,498 shares
    Change vs previous 13F +13,630 shares

    0.18% of the 13F portfolio, value $1,122,573.

    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 87,868 shares
    Change vs previous 13F +11,553 shares

    0.18% of the 13F portfolio, value $1,092,201.

    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 76,315 shares
    Change vs previous 13F +713 shares

    0.16% of the 13F portfolio, value $974,542.

    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 75,602 shares
    Change vs previous 13F +5,656 shares

    0.2% of the 13F portfolio, value $1,084,130.

    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 69,946 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,025,408.

    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).