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Endowment Wealth Management, Inc.: CALF position timeline

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

Endowment Wealth Management, Inc. held 39,268 CALF 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 39,268 shares
    Change vs previous 13F +4,171 shares

    0.77% of the 13F portfolio, value $1,987,360.

    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 35,097 shares
    Change vs previous 13F +3,397 shares

    0.7% of the 13F portfolio, value $1,574,807.

    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 31,700 shares
    Change vs previous 13F +4,666 shares

    0.65% of the 13F portfolio, value $1,406,523.

    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 27,034 shares
    Change vs previous 13F +5,544 shares

    0.54% of the 13F portfolio, value $1,183,553.

    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 21,490 shares
    Change vs previous 13F +5,428 shares

    0.44% of the 13F portfolio, value $855,643.

    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 16,062 shares
    Change vs previous 13F +5,801 shares

    0.39% of the 13F portfolio, value $602,312.

    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 10,261 shares
    Change vs previous 13F +4,932 shares

    0.3% of the 13F portfolio, value $451,578.

    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 5,329 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $247,908.

    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).