Skip to content
Disclosery

Endowment Wealth Management, Inc.: EMB position timeline

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

Endowment Wealth Management, Inc. held 8,137 EMB 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 8,137 shares
    Change vs previous 13F +279 shares

    0.3% of the 13F portfolio, value $784,724.

    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 7,858 shares
    Change vs previous 13F -68 shares

    0.33% of the 13F portfolio, value $738,119.

    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 7,926 shares
    Change vs previous 13F +589 shares

    0.35% of the 13F portfolio, value $763,087.

    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 7,337 shares
    Change vs previous 13F +146 shares

    0.32% of the 13F portfolio, value $698,441.

    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 7,191 shares
    Change vs previous 13F -147 shares

    0.34% of the 13F portfolio, value $665,991.

    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 7,338 shares
    Change vs previous 13F +166 shares

    0.43% of the 13F portfolio, value $664,763.

    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 7,172 shares
    Change vs previous 13F +444 shares

    0.43% of the 13F portfolio, value $638,610.

    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 6,728 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $629,626.

    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).