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Endowment Wealth Management, Inc.: FBRT position timeline

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

Endowment Wealth Management, Inc. held 0 FBRT shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -18,140 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 18,140 shares
    Change vs previous 13F +585 shares

    0.08% of the 13F portfolio, value $181,944.

    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).

  3. period ended2025-09-30
    13F 17,555 shares
    Change vs previous 13F +551 shares

    0.09% of the 13F portfolio, value $190,644.

    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).

  4. period ended2025-06-30
    13F 17,004 shares
    Change vs previous 13F +530 shares

    0.09% of the 13F portfolio, value $181,769.

    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).

  5. period ended2025-03-31
    13F 16,474 shares
    Change vs previous 13F +471 shares

    0.14% of the 13F portfolio, value $209,875.

    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).

  6. period ended2024-12-31
    13F 16,003 shares
    Change vs previous 13F +435 shares

    0.13% of the 13F portfolio, value $200,679.

    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).

  7. period ended2024-09-30
    13F 15,568 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $203,314.

    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).