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Endowment Wealth Management, Inc.: BIZD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on BIZD, newest first. How the timeline and the estimate are built.

Endowment Wealth Management, Inc. held 33,814 BIZD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,814 shares
    Change vs previous 13F -2,411 shares

    0.17% of the 13F portfolio, value $428,090.

    13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, 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 36,225 shares
    Change vs previous 13F +1,955 shares

    0.21% of the 13F portfolio, value $463,681.

    13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, 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 34,270 shares
    Change vs previous 13F +3,011 shares

    0.22% of the 13F portfolio, value $485,946.

    13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, 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 31,259 shares
    Change vs previous 13F +6,058 shares

    0.21% of the 13F portfolio, value $467,010.

    13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, 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 25,201 shares
    Change vs previous 13F +2,467 shares

    0.21% of the 13F portfolio, value $410,273.

    13F-HR 0001214659-25-010931 filed by Endowment Wealth Management, 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 22,734 shares
    Change vs previous 13F -321 shares

    0.25% of the 13F portfolio, value $381,020.

    13F-HR 0001214659-25-007253 filed by Endowment Wealth Management, 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 23,055 shares
    Change vs previous 13F +1,090 shares

    0.26% of the 13F portfolio, value $383,398.

    13F-HR 0001214659-25-002251 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,965 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $363,744.

    13F-HR 0001214659-24-018481 filed by Endowment Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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