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Endowment Wealth Management, Inc.: KBWD position timeline

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

Endowment Wealth Management, Inc. held 52,469 KBWD 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 52,469 shares
    Change vs previous 13F -5,514 shares

    0.25% of the 13F portfolio, value $651,659.

    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 57,983 shares
    Change vs previous 13F +3,154 shares

    0.32% of the 13F portfolio, value $727,110.

    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 54,829 shares
    Change vs previous 13F +2,577 shares

    0.34% of the 13F portfolio, value $749,206.

    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 52,252 shares
    Change vs previous 13F +11,100 shares

    0.32% of the 13F portfolio, value $706,966.

    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 41,152 shares
    Change vs previous 13F +4,937 shares

    0.29% of the 13F portfolio, value $570,781.

    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 36,215 shares
    Change vs previous 13F +2,414 shares

    0.34% of the 13F portfolio, value $523,307.

    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 33,801 shares
    Change vs previous 13F +3,563 shares

    0.33% of the 13F portfolio, value $495,858.

    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 30,238 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $462,031.

    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).