Endowment Wealth Management, Inc.: CME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on CME, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 997 CME shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 997 sharesChange vs previous 13F +107 shares
0.09% of the 13F portfolio, value $220,098.
13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 890 sharesChange vs previous 13F -5 shares
0.12% of the 13F portfolio, value $262,816.
13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 895 sharesChange vs previous 13F +38 shares
0.11% of the 13F portfolio, value $244,409.
13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 857 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $231,652.
13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).