Skip to content
Disclosery

Endowment Wealth Management, Inc.: IEO position timeline

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

Endowment Wealth Management, Inc. held 5,996 IEO 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 5,996 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $658,590.

    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 5,967 shares
    Change vs previous 13F -2,086 shares

    0.33% of the 13F portfolio, value $745,328.

    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 8,053 shares
    Change vs previous 13F +451 shares

    0.33% of the 13F portfolio, value $718,797.

    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 7,602 shares
    Change vs previous 13F +270 shares

    0.32% of the 13F portfolio, value $703,911.

    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 7,332 shares
    Change vs previous 13F -104 shares

    0.33% of the 13F portfolio, value $649,648.

    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 7,436 shares
    Change vs previous 13F -82 shares

    0.45% of the 13F portfolio, value $703,341.

    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 7,518 shares
    Change vs previous 13F +465 shares

    0.45% of the 13F portfolio, value $673,830.

    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 7,053 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $644,954.

    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).