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

Global Wealth Management Investment Advisory, Inc. held 9,993 XLK 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 9,993 shares
    Change vs previous 13F -411 shares

    0.27% of the 13F portfolio, value $1,903,890.

    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 10,404 shares
    Change vs previous 13F -294 shares

    0.22% of the 13F portfolio, value $1,382,706.

    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 10,698 shares
    Change vs previous 13F +5,604 shares

    0.25% of the 13F portfolio, value $1,540,205.

    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 5,094 shares
    Change vs previous 13F +1,380 shares

    0.24% of the 13F portfolio, value $1,435,806.

    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 3,714 shares
    Change vs previous 13F +2,471 shares

    0.18% of the 13F portfolio, value $940,496.

    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 1,243 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $256,655.

    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 1,263 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $293,673.

    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 1,311 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $295,971.

    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).