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Endowment Wealth Management, Inc.: ITOT position timeline

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

Endowment Wealth Management, Inc. held 94,640 ITOT 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 94,640 shares
    Change vs previous 13F +5,751 shares

    6.01% of the 13F portfolio, value $15,546,466.

    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 88,889 shares
    Change vs previous 13F +4,361 shares

    5.6% of the 13F portfolio, value $12,660,485.

    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 84,528 shares
    Change vs previous 13F +29,722 shares

    5.78% of the 13F portfolio, value $12,568,409.

    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 54,806 shares
    Change vs previous 13F +1,758 shares

    3.62% of the 13F portfolio, value $7,982,542.

    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 53,048 shares
    Change vs previous 13F -515 shares

    3.69% of the 13F portfolio, value $7,163,534.

    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 53,563 shares
    Change vs previous 13F -178 shares

    4.2% of the 13F portfolio, value $6,535,291.

    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 53,741 shares
    Change vs previous 13F +3,713 shares

    4.64% of the 13F portfolio, value $6,912,204.

    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 50,028 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $6,284,423.

    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).