Skip to content
Disclosery

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

Global Wealth Management Investment Advisory, Inc. held 149,572 TFC 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 149,572 shares
    Change vs previous 13F +9,583 shares

    1.06% of the 13F portfolio, value $7,451,688.

    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 139,989 shares
    Change vs previous 13F +4,581 shares

    1.01% of the 13F portfolio, value $6,435,297.

    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 135,408 shares
    Change vs previous 13F +6,376 shares

    1.07% of the 13F portfolio, value $6,663,422.

    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 129,032 shares
    Change vs previous 13F +64 shares

    0.99% of the 13F portfolio, value $5,899,349.

    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 128,968 shares
    Change vs previous 13F +39,308 shares

    1.04% of the 13F portfolio, value $5,544,344.

    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 89,660 shares
    Change vs previous 13F +7,837 shares

    0.74% of the 13F portfolio, value $3,689,502.

    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 81,823 shares
    Change vs previous 13F +3,720 shares

    0.73% of the 13F portfolio, value $3,549,502.

    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 78,103 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,340,455.

    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).