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Disclosery

ENDEAVOR PRIVATE WEALTH, INC.: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENDEAVOR PRIVATE WEALTH, INC. on IUSB, newest first. How the timeline and the estimate are built.

ENDEAVOR PRIVATE WEALTH, INC. held 419,748 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,748 shares
    Change vs previous 13F +110,682 shares

    4.71% of the 13F portfolio, value $19,371,379.

    13F-HR 0001906023-26-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 309,066 shares
    Change vs previous 13F +38,529 shares

    4.09% of the 13F portfolio, value $14,275,743.

    13F-HR 0001906023-26-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 270,537 shares
    Change vs previous 13F -20,546 shares

    3.61% of the 13F portfolio, value $12,590,763.

    13F-HR 0001906023-26-000001 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 291,083 shares
    Change vs previous 13F +14,364 shares

    4.2% of the 13F portfolio, value $13,596,514.

    13F-HR 0001906023-25-000008 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 276,719 shares
    Change vs previous 13F +5,256 shares

    6.05% of the 13F portfolio, value $12,792,733.

    13F-HR 0001906023-25-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 271,463 shares
    Change vs previous 13F +104,794 shares

    6.79% of the 13F portfolio, value $12,508,972.

    13F-HR 0001906023-25-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 166,669 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $7,533,429.

    13F-HR 0001906023-25-000002 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).