Endowment Wealth Management, Inc.: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on DEM, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 74,809 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 74,809 sharesChange vs previous 13F +4,702 shares
1.56% of the 13F portfolio, value $4,024,000.
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 70,107 sharesChange vs previous 13F +2,696 shares
1.54% of the 13F portfolio, value $3,483,620.
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 67,411 sharesChange vs previous 13F +28,123 shares
1.45% of the 13F portfolio, value $3,148,788.
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 39,288 sharesChange vs previous 13F +1,885 shares
0.82% of the 13F portfolio, value $1,806,877.
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).
- period ended2025-06-3013F 37,403 sharesChange vs previous 13F -443 shares
0.87% of the 13F portfolio, value $1,693,966.
13F-HR 0001214659-25-010931 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 ended2025-03-3113F 37,846 sharesChange vs previous 13F +196 shares
1.02% of the 13F portfolio, value $1,592,577.
13F-HR 0001214659-25-007253 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 ended2024-12-3113F 37,650 sharesChange vs previous 13F -6,613 shares
1.02% of the 13F portfolio, value $1,524,445.
13F-HR 0001214659-25-002251 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 ended2024-09-3013F 44,263 sharesChange vs previous 13F not available
1.28% of the 13F portfolio, value $1,948,013.
13F-HR 0001214659-24-018481 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).