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Endowment Wealth Management, Inc.: IBDR position timeline

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

Endowment Wealth Management, Inc. held 78,510 IBDR 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 78,510 shares
    Change vs previous 13F +1,553 shares

    0.74% of the 13F portfolio, value $1,902,287.

    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 76,957 shares
    Change vs previous 13F +14,772 shares

    0.83% of the 13F portfolio, value $1,865,428.

    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 62,185 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,506,747.

    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).