Skip to content
Disclosery

Endowment Wealth Management, Inc.: IWC position timeline

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

Endowment Wealth Management, Inc. held 11,587 IWC 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 11,587 shares
    Change vs previous 13F +526 shares

    0.9% of the 13F portfolio, value $2,317,771.

    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 11,061 shares
    Change vs previous 13F +601 shares

    0.78% of the 13F portfolio, value $1,765,474.

    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 10,460 shares
    Change vs previous 13F -4,669 shares

    0.76% of the 13F portfolio, value $1,649,560.

    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 15,129 shares
    Change vs previous 13F +1,823 shares

    1.02% of the 13F portfolio, value $2,255,556.

    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 13,306 shares
    Change vs previous 13F +1,735 shares

    0.88% of the 13F portfolio, value $1,698,698.

    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 11,571 shares
    Change vs previous 13F +1,817 shares

    0.83% of the 13F portfolio, value $1,283,349.

    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 9,754 shares
    Change vs previous 13F +1,259 shares

    0.85% of the 13F portfolio, value $1,271,664.

    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 8,495 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,047,637.

    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).