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Endowment Wealth Management, Inc.: IUSG position timeline

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

Endowment Wealth Management, Inc. held 36,936 IUSG 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 36,936 shares
    Change vs previous 13F +1,840 shares

    2.69% of the 13F portfolio, value $6,947,266.

    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 35,096 shares
    Change vs previous 13F +1,867 shares

    2.41% of the 13F portfolio, value $5,443,807.

    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 33,229 shares
    Change vs previous 13F -12,918 shares

    2.56% of the 13F portfolio, value $5,580,553.

    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 46,147 shares
    Change vs previous 13F +4,644 shares

    3.45% of the 13F portfolio, value $7,593,004.

    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 41,503 shares
    Change vs previous 13F +5,843 shares

    3.22% of the 13F portfolio, value $6,242,036.

    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 35,660 shares
    Change vs previous 13F +4,695 shares

    2.92% of the 13F portfolio, value $4,531,722.

    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 30,965 shares
    Change vs previous 13F +3,018 shares

    2.9% of the 13F portfolio, value $4,314,906.

    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 27,947 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $3,686,444.

    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).