Skip to content

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

Global Wealth Management Investment Advisory, Inc. held 36,628 SHOP 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 36,628 shares
    Change vs previous 13F +2,866 shares

    0.6% of the 13F portfolio, value $4,182,185.

    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 33,762 shares
    Change vs previous 13F +12,031 shares

    0.63% of the 13F portfolio, value $4,004,848.

    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 21,731 shares
    Change vs previous 13F +700 shares

    0.56% of the 13F portfolio, value $3,498,039.

    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 21,031 shares
    Change vs previous 13F +2,898 shares

    0.52% of the 13F portfolio, value $3,125,417.

    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 18,133 shares
    Change vs previous 13F -45 shares

    0.39% of the 13F portfolio, value $2,091,642.

    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 18,178 shares
    Change vs previous 13F +1,009 shares

    0.35% of the 13F portfolio, value $1,735,635.

    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 17,169 shares
    Change vs previous 13F -7,229 shares

    0.38% of the 13F portfolio, value $1,825,580.

    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 24,398 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,955,256.

    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).