Endowment Wealth Management, Inc.: IEUR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on IEUR, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 6,132 IEUR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,132 sharesChange vs previous 13F +68 shares
0.18% of the 13F portfolio, value $460,980.
13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,064 sharesChange vs previous 13F -24 shares
0.19% of the 13F portfolio, value $426,093.
13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,088 sharesChange vs previous 13F -21,904 shares
0.2% of the 13F portfolio, value $432,117.
13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,992 sharesChange vs previous 13F +3,297 shares
0.87% of the 13F portfolio, value $1,906,846.
13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,695 sharesChange vs previous 13F +4,732 shares
0.84% of the 13F portfolio, value $1,634,790.
13F-HR 0001214659-25-010931 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,963 sharesChange vs previous 13F +3,362 shares
0.77% of the 13F portfolio, value $1,200,766.
13F-HR 0001214659-25-007253 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,601 sharesChange vs previous 13F +3,245 shares
0.6% of the 13F portfolio, value $896,108.
13F-HR 0001214659-25-002251 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,356 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $813,763.
13F-HR 0001214659-24-018481 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).