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Global Wealth Management Investment Advisory, Inc.CoreConcentrated trader

CIK: 0001767855 | FORT LAUDERDALE, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR155$728.0M2026-11-04SEC ↗
Q2 2026
13F-HR160$702.7M2026-07-29SEC ↗
Q1 2026
13F-HR158$638.4M2026-05-01SEC ↗
Q4 2025
13F-HR151$624.0M2026-02-04SEC ↗
Q3 2025
13F-HR152$596.5M2025-10-27SEC ↗
Q2 2025
13F-HR143$532.9M2025-08-07SEC ↗
Q1 2025
13F-HR139$500.0M2025-04-29SEC ↗
Q4 2024
13F-HR143$485.1M2025-01-29SEC ↗
Q3 2024
13F-HR135$463.4M2024-10-30SEC ↗
Q2 2024
13F-HR131$429.8M2024-08-05SEC ↗
Q1 2024
13F-HR133$408.2M2024-05-10SEC ↗
Q4 2023
13F-HR475$389.6M2024-02-05SEC ↗
Q3 2023
13F-HR477$357.1M2023-11-06SEC ↗
Q2 2023
13F-HR484$364.2M2023-08-10SEC ↗
Q1 2023
13F-HR134$332.1M2023-05-08SEC ↗
Q4 2022
13F-HR132$307.3M2023-02-07SEC ↗
Q3 2022Amended
13F-HR/A132$11.0M2022-10-19SEC ↗
Q2 2022
13F-HR526$8.4M2022-08-15SEC ↗
Q1 2022
13F-HR518$8.8M2022-05-17SEC ↗
Q4 2021
13F-HR476$8.6M2022-02-15SEC ↗
Q3 2021
13F-HR486$8.7M2021-11-16SEC ↗
Q2 2021
13F-HR460$9.9M2021-08-11SEC ↗
Q1 2021
13F-HR482$7.6M2021-05-17SEC ↗
Q4 2020
13F-HR485$6.6M2021-02-16SEC ↗
Q3 2020
13F-HR478$5.5M2020-11-16SEC ↗
Q2 2020
13F-HR650$5.7M2020-08-12SEC ↗
Q1 2020
13F-HR639$4.9M2020-05-14SEC ↗
Q4 2019
13F-HR627$5.9M2020-02-14SEC ↗
Q3 2019
13F-HR691$4.7M2019-11-14SEC ↗
Q2 2019
13F-HR723$4.8M2019-08-20SEC ↗
Q1 2019
13F-HR718$6.3M2019-05-10SEC ↗
Q4 2018
13F-HR735$6.6M2019-02-14SEC ↗