Global Wealth Strategies & Associates: SPYI position timeline

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

Global Wealth Strategies & Associates held 4,325 SPYI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

period ended2026-09-30
13F 4,325 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $229,960.
13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC
period ended2026-06-30
13F 4,325 shares
Change vs previous 13F -39 shares
0.04% of the 13F portfolio, value $229,614.
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).
period ended2026-03-31
13F 4,364 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $215,451.
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 4,364 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $229,241.
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).