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Global Wealth Management, LLC: VUSB position timeline

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

Global Wealth Management, LLC held 450,535 VUSB 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 450,535 shares
    Change vs previous 13F +10,285 shares

    11.42% of the 13F portfolio, value $22,427,621.

    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 440,250 shares
    Change vs previous 13F +61,180 shares

    11.95% of the 13F portfolio, value $21,917,830.

    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 379,070 shares
    Change vs previous 13F -110,311 shares

    10.17% of the 13F portfolio, value $18,892,865.

    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 489,381 shares
    Change vs previous 13F -81,598 shares

    12.84% of the 13F portfolio, value $24,466,606.

    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 570,979 shares
    Change vs previous 13F -23,124 shares

    15.57% of the 13F portfolio, value $28,394,764.

    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 594,103 shares
    Change vs previous 13F +323,979 shares

    17.09% of the 13F portfolio, value $29,618,986.

    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 270,124 shares
    Change vs previous 13F -19,339 shares

    8.56% of the 13F portfolio, value $13,403,553.

    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 289,463 shares
    Change vs previous 13F not available

    9.78% of the 13F portfolio, value $14,455,782.

    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).