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Global Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Global Wealth Management, LLC held 810,599 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 810,599 shares
    Change vs previous 13F -7,155 shares

    11.95% of the 13F portfolio, value $23,474,945.

    13F-HR 0002039738-26-000003 filed by Global Wealth Management, LLC
    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 817,754 shares
    Change vs previous 13F -60,847 shares

    11.19% of the 13F portfolio, value $20,525,627.

    13F-HR 0002039738-26-000002 filed by Global Wealth Management, LLC
    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 878,601 shares
    Change vs previous 13F -75,406 shares

    12.4% of the 13F portfolio, value $23,045,702.

    13F-HR 0002039738-26-000001 filed by Global Wealth Management, LLC
    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 954,007 shares
    Change vs previous 13F -43,927 shares

    12.88% of the 13F portfolio, value $24,527,529.

    13F-HR 0002039738-25-000008 filed by Global Wealth Management, LLC
    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 997,934 shares
    Change vs previous 13F -52,873 shares

    13.21% of the 13F portfolio, value $24,080,139.

    13F-HR 0002039738-25-000003 filed by Global Wealth Management, LLC
    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 1,050,807 shares
    Change vs previous 13F -7,436 shares

    13.05% of the 13F portfolio, value $22,623,879.

    13F-HR 0002039738-25-000002 filed by Global Wealth Management, LLC
    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 1,058,243 shares
    Change vs previous 13F +705,626 shares

    15.34% of the 13F portfolio, value $24,022,122.

    13F-HR 0002039738-25-000001 filed by Global Wealth Management, LLC
    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 352,617 shares
    Change vs previous 13F not available

    15.87% of the 13F portfolio, value $23,456,113.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).