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Endowment Wealth Management, Inc.: IBTG position timeline

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

Endowment Wealth Management, Inc. held 79,434 IBTG 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 79,434 shares
    Change vs previous 13F +399 shares

    0.7% of the 13F portfolio, value $1,818,249.

    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 79,035 shares
    Change vs previous 13F +15,399 shares

    0.8% of the 13F portfolio, value $1,811,096.

    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 63,636 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,455,678.

    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).