Skip to content
Disclosery

Endowment Wealth Management, Inc.: BND position timeline

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

Endowment Wealth Management, Inc. held 25,778 BND 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 25,778 shares
    Change vs previous 13F +1,030 shares

    0.73% of the 13F portfolio, value $1,892,386.

    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 24,748 shares
    Change vs previous 13F +749 shares

    0.81% of the 13F portfolio, value $1,822,447.

    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 23,999 shares
    Change vs previous 13F +3,769 shares

    0.82% of the 13F portfolio, value $1,777,596.

    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 20,230 shares
    Change vs previous 13F +674 shares

    0.68% of the 13F portfolio, value $1,504,485.

    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 19,556 shares
    Change vs previous 13F -455 shares

    0.74% of the 13F portfolio, value $1,439,942.

    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 20,011 shares
    Change vs previous 13F +910 shares

    0.95% of the 13F portfolio, value $1,469,812.

    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 19,101 shares
    Change vs previous 13F +1,453 shares

    0.92% of the 13F portfolio, value $1,373,543.

    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 17,648 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,325,529.

    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).