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Endowment Wealth Management, Inc.: IEMG position timeline

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

Endowment Wealth Management, Inc. held 50,784 IEMG 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 50,784 shares
    Change vs previous 13F +1,644 shares

    1.63% of the 13F portfolio, value $4,206,965.

    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 49,140 shares
    Change vs previous 13F +5,458 shares

    1.52% of the 13F portfolio, value $3,427,524.

    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 43,682 shares
    Change vs previous 13F -16,328 shares

    1.35% of the 13F portfolio, value $2,936,327.

    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 60,010 shares
    Change vs previous 13F +1,235 shares

    1.8% of the 13F portfolio, value $3,955,895.

    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 58,775 shares
    Change vs previous 13F -802 shares

    1.82% of the 13F portfolio, value $3,528,265.

    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 59,577 shares
    Change vs previous 13F -17,352 shares

    2.07% of the 13F portfolio, value $3,215,385.

    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 76,929 shares
    Change vs previous 13F -1,761 shares

    2.7% of the 13F portfolio, value $4,017,206.

    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 78,690 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $4,517,594.

    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).