Global Wealth Management Investment Advisory, Inc. historic quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Global Wealth Management Investment Advisory, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| St. James Investment Company, LLC | United States | $0.638B | 22 |
| BEARING POINT CAPITAL, LLC | United States | $0.638B | 166 |
| PenderFund Capital Management Ltd. | Canada | $0.639B | 253 |
| WILSEY ASSET MANAGEMENT INC | United States | $0.638B | 25 |
| Bell Investment Advisors, Inc | United States | $0.639B | 1,860 |
| Kultura Capital Management LP | United States | $0.638B | 53 |
| ADVOCATE GROUP LLC | United States | $0.639B | 126 |
| Stamos Capital Partners, L.P. | United States | $0.640B | 142 |
| SevenBridge Financial Group, LLC | United States | $0.640B | 202 |
| FARMERS TRUST CO | United States | $0.637B | 203 |