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Endowment Wealth Management, Inc.: EFA position timeline

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

Endowment Wealth Management, Inc. held 66,584 EFA 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 66,584 shares
    Change vs previous 13F +4,939 shares

    2.67% of the 13F portfolio, value $6,916,765.

    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 61,645 shares
    Change vs previous 13F +1,852 shares

    2.65% of the 13F portfolio, value $5,987,584.

    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 59,793 shares
    Change vs previous 13F +22,976 shares

    2.64% of the 13F portfolio, value $5,741,896.

    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 36,817 shares
    Change vs previous 13F +978 shares

    1.56% of the 13F portfolio, value $3,437,575.

    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 35,839 shares
    Change vs previous 13F -994 shares

    1.65% of the 13F portfolio, value $3,203,622.

    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 36,833 shares
    Change vs previous 13F -555 shares

    1.94% of the 13F portfolio, value $3,010,370.

    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 37,388 shares
    Change vs previous 13F -11,167 shares

    1.9% of the 13F portfolio, value $2,826,921.

    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 48,555 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $4,060,652.

    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).