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Endowment Wealth Management, Inc.: IEFA position timeline

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

Endowment Wealth Management, Inc. held 29,527 IEFA 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 29,527 shares
    Change vs previous 13F +1,205 shares

    1.1% of the 13F portfolio, value $2,851,752.

    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 28,322 shares
    Change vs previous 13F -7,141 shares

    1.13% of the 13F portfolio, value $2,564,001.

    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 35,463 shares
    Change vs previous 13F -15,160 shares

    1.46% of the 13F portfolio, value $3,172,552.

    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 50,623 shares
    Change vs previous 13F +99 shares

    2.01% of the 13F portfolio, value $4,419,925.

    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 50,524 shares
    Change vs previous 13F -4,533 shares

    2.17% of the 13F portfolio, value $4,217,727.

    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 55,057 shares
    Change vs previous 13F -923 shares

    2.68% of the 13F portfolio, value $4,165,080.

    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 55,980 shares
    Change vs previous 13F +1,103 shares

    2.64% of the 13F portfolio, value $3,934,284.

    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 54,877 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,283,121.

    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).