Skip to content
Disclosery

Endowment Wealth Management, Inc.: IBHF position timeline

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

Endowment Wealth Management, Inc. held 82,690 IBHF 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 82,690 shares
    Change vs previous 13F +2,152 shares

    0.72% of the 13F portfolio, value $1,872,931.

    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 80,538 shares
    Change vs previous 13F +15,903 shares

    0.82% of the 13F portfolio, value $1,848,352.

    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 64,635 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,491,771.

    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).