Global Wealth Management Investment Advisory, Inc.

Position in C — Citigroup Inc

CIK 1767855 FORT LAUDERDALE, FL

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$235,692

+$32,235 QoQ

Shares Held

1,684

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,188

of 2,621 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Wealth Management Investment Advisory, Inc. holds $29,953,123 across 4 Banks - Diversified names. C ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	264,099	$15,048,361
2	JPM	Jpmorgan Chase & Co	43,907	$14,372,078
3	BNS	Bank Of Nova Scotia	3,420	$296,992
4	C	Citigroup Inc This page	1,684	$235,692

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,692	1,684	-6.1%	Shares	Sole	2026-07-29
2026-03-31	$203,457	1,794	-0.2%	Shares	Sole	2026-05-01
2025-12-31	$209,808	1,798	+54.1%	Shares	Sole	2026-02-04
2023-12-31	$60,030	1,167	-97.7%	Shares	Sole	2024-02-05
2023-09-30	$2,097,177	50,989	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$2,327,690	50,558	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$2,365,084	50,439	-29.0%	Shares	Sole	2023-05-08
2022-12-31	$3,214,496	71,070	+3.9%	Shares	Sole	2023-02-07
2022-09-30	$2,849,436	68,381	+1.3%	Shares	Sole	2022-11-09
2022-06-30	$3,104,095	67,495	+28.8%	Shares	Sole	2022-08-15
2022-03-31	$2,797,786	52,393	+4.8%	Shares	Sole	2022-05-17
2021-12-31	$3,018,533	49,984	+4.7%	Shares	Sole	2022-02-15
2021-09-30	$3,349,129	47,722	+5.6%	Shares	Sole	2021-11-16
2021-06-30	$3,198,607	45,210	+2.9%	Shares	Sole	2021-08-11
2021-03-31	$3,196,926	43,944	+2.9%	Shares	Sole	2021-05-17
2020-12-31	$2,633,190	42,705	+3.2%	Shares	Sole	2021-02-16
2020-09-30	$1,784,064	41,384	-1.3%	Shares	Sole	2020-11-16
2020-06-30	$2,143,082	41,939	+3.1%	Shares	Sole	2020-08-12
2020-03-31	$1,712,683	40,662	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.