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Endowment Wealth Management, Inc.: IUSV position timeline

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

Endowment Wealth Management, Inc. held 13,299 IUSV 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 13,299 shares
    Change vs previous 13F -44 shares

    0.57% of the 13F portfolio, value $1,464,908.

    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 13,343 shares
    Change vs previous 13F -121 shares

    0.6% of the 13F portfolio, value $1,364,347.

    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 13,464 shares
    Change vs previous 13F -47,192 shares

    0.63% of the 13F portfolio, value $1,380,586.

    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 60,656 shares
    Change vs previous 13F +7,719 shares

    2.75% of the 13F portfolio, value $6,062,560.

    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 52,937 shares
    Change vs previous 13F +11,489 shares

    2.58% of the 13F portfolio, value $5,009,448.

    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 41,448 shares
    Change vs previous 13F +7,701 shares

    2.46% of the 13F portfolio, value $3,825,206.

    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 33,747 shares
    Change vs previous 13F +5,140 shares

    2.1% of the 13F portfolio, value $3,124,596.

    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 28,607 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,731,712.

    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).