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Endowment Wealth Management, Inc.: CION position timeline

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

Endowment Wealth Management, Inc. held 68,503 CION 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 68,503 shares
    Change vs previous 13F +2,103 shares

    0.17% of the 13F portfolio, value $426,776.

    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 66,400 shares
    Change vs previous 13F +1,895 shares

    0.2% of the 13F portfolio, value $454,174.

    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 64,505 shares
    Change vs previous 13F +1,734 shares

    0.29% of the 13F portfolio, value $623,764.

    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 62,771 shares
    Change vs previous 13F -1,059 shares

    0.27% of the 13F portfolio, value $595,070.

    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 63,830 shares
    Change vs previous 13F +3,753 shares

    0.31% of the 13F portfolio, value $610,850.

    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 60,077 shares
    Change vs previous 13F +225 shares

    0.4% of the 13F portfolio, value $621,800.

    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 59,852 shares
    Change vs previous 13F +1,522 shares

    0.46% of the 13F portfolio, value $682,313.

    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 58,330 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $694,125.

    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).