Skip to content
Disclosery

Endowment Wealth Management, Inc.: MDIV position timeline

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

Endowment Wealth Management, Inc. held 46,308 MDIV 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 46,308 shares
    Change vs previous 13F -5,163 shares

    0.3% of the 13F portfolio, value $765,233.

    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 51,471 shares
    Change vs previous 13F +1,603 shares

    0.37% of the 13F portfolio, value $832,283.

    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 49,868 shares
    Change vs previous 13F +1,549 shares

    0.36% of the 13F portfolio, value $783,929.

    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 48,319 shares
    Change vs previous 13F +9,603 shares

    0.35% of the 13F portfolio, value $775,039.

    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 38,716 shares
    Change vs previous 13F +3,719 shares

    0.32% of the 13F portfolio, value $612,101.

    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 34,997 shares
    Change vs previous 13F +1,752 shares

    0.37% of the 13F portfolio, value $572,281.

    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 33,245 shares
    Change vs previous 13F +2,371 shares

    0.36% of the 13F portfolio, value $536,903.

    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 30,874 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $513,429.

    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).