Global Wealth Management Investment Advisory, Inc.
Position in MFIC — MidCap Financial Investment Corp
CIK 1767855
FORT LAUDERDALE, FL
Position in MFIC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,263,072
+$150,716 QoQ
Shares Held
112,373
+15.6% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MFIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Global Wealth Management Investment Advisory, Inc. holds $6,591,366 across 6 Asset Management names. MFIC ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFIC |
MidCap Financial Investment Corp
This page
|
112,373 | $1,263,072 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
98,148 | $1,242,553 | |
| 3 | ARCC |
Ares Capital Corp
|
62,577 | $1,127,637 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
101,498 | $1,122,567 | |
| 5 | BX |
Blackstone Inc.
|
8,282 | $952,347 | |
| 6 | KKR |
KKR & Co. Inc.
|
9,548 | $883,190 |
All Filings in MFIC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,263,072 | 112,373 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,112,356 | 97,234 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,090,310 | 90,935 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,075,476 | 85,220 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,017,328 | 79,108 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,068,030 | 79,172 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $937,206 | 69,993 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $724,358 | 47,844 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $690,982 | 45,943 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $619,279 | 45,269 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $617,870 | 44,936 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $538,937 | 42,909 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $458,462 | 40,216 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $432,527 | 37,941 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $363,545 | 35,572 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $340,450 | 31,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $352,564 | 26,669 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $287,557 | 22,483 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $234,121 | 18,051 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $186,131 | 13,636 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $142,331 | 10,374 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $106,682 | 10,036 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $75,571 | 9,138 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $77,507 | 8,099 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $25,913 | 3,839 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||