Skip to content
Disclosery

Endowment Wealth Management, Inc.: LMBS position timeline

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

Endowment Wealth Management, Inc. held 59,280 LMBS 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 59,280 shares
    Change vs previous 13F +1,053 shares

    1.14% of the 13F portfolio, value $2,950,982.

    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 58,227 shares
    Change vs previous 13F +10,806 shares

    1.28% of the 13F portfolio, value $2,900,297.

    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 47,421 shares
    Change vs previous 13F -23,005 shares

    1.09% of the 13F portfolio, value $2,370,551.

    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 70,426 shares
    Change vs previous 13F +16,203 shares

    1.59% of the 13F portfolio, value $3,506,499.

    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 54,223 shares
    Change vs previous 13F +5,927 shares

    1.38% of the 13F portfolio, value $2,671,043.

    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 48,296 shares
    Change vs previous 13F +7,785 shares

    1.53% of the 13F portfolio, value $2,374,218.

    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 40,511 shares
    Change vs previous 13F +6,097 shares

    1.32% of the 13F portfolio, value $1,971,659.

    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 34,414 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,700,413.

    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).