Global Wealth Strategies & Associates: CMI position timeline

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

Global Wealth Strategies & Associates held 0 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -153 shares
13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 153 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $82,317.
13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 153 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $78,099.
13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 153 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $64,623.
13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 153 shares
Change vs previous 13F -28 shares
0.01% of the 13F portfolio, value $50,108.
13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 181 shares
Change vs previous 13F +28 shares
0.02% of the 13F portfolio, value $56,733.
13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 153 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $53,336.
13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).