Endowment Wealth Management, Inc.: EEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on EEM, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 8,836 EEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,836 sharesChange vs previous 13F -64 shares
0.23% of the 13F portfolio, value $604,481.
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 8,900 sharesChange vs previous 13F -95 shares
0.22% of the 13F portfolio, value $505,440.
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 8,995 sharesChange vs previous 13F -32,660 shares
0.23% of the 13F portfolio, value $492,143.
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 41,655 sharesChange vs previous 13F +4,571 shares
1.01% of the 13F portfolio, value $2,224,367.
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 37,084 sharesChange vs previous 13F +7,352 shares
0.92% of the 13F portfolio, value $1,788,931.
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 29,732 sharesChange vs previous 13F +5,332 shares
0.84% of the 13F portfolio, value $1,299,288.
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 24,400 sharesChange vs previous 13F +4,424 shares
0.69% of the 13F portfolio, value $1,020,423.
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 19,976 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $916,096.
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).