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Endowment Wealth Management, Inc.: EZU position timeline

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

Endowment Wealth Management, Inc. held 56,250 EZU 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 56,250 shares
    Change vs previous 13F +4,356 shares

    1.51% of the 13F portfolio, value $3,909,405.

    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 51,894 shares
    Change vs previous 13F +1,789 shares

    1.44% of the 13F portfolio, value $3,250,614.

    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 50,105 shares
    Change vs previous 13F +16,921 shares

    1.48% of the 13F portfolio, value $3,211,712.

    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 33,184 shares
    Change vs previous 13F +754 shares

    0.93% of the 13F portfolio, value $2,055,403.

    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 32,430 shares
    Change vs previous 13F -1,131 shares

    0.99% of the 13F portfolio, value $1,927,950.

    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 33,561 shares
    Change vs previous 13F -875 shares

    1.15% of the 13F portfolio, value $1,787,125.

    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 34,436 shares
    Change vs previous 13F -21,590 shares

    1.09% of the 13F portfolio, value $1,625,381.

    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 56,026 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,926,229.

    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).