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Endowment Wealth Management, Inc.: CHAT position timeline

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

Endowment Wealth Management, Inc. held 11,473 CHAT 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 11,473 shares
    Change vs previous 13F +748 shares

    0.44% of the 13F portfolio, value $1,132,155.

    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 10,725 shares
    Change vs previous 13F +1,346 shares

    0.29% of the 13F portfolio, value $663,341.

    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 9,379 shares
    Change vs previous 13F +457 shares

    0.25% of the 13F portfolio, value $553,014.

    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 8,922 shares
    Change vs previous 13F +1,351 shares

    0.25% of the 13F portfolio, value $548,703.

    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 7,571 shares
    Change vs previous 13F +1,419 shares

    0.19% of the 13F portfolio, value $369,313.

    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 6,152 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $214,397.

    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).