Endowment Wealth Management, Inc.: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on MDT, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 2,936 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,936 sharesChange vs previous 13F -26 shares
0.09% of the 13F portfolio, value $229,690.
13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,962 sharesChange vs previous 13F +118 shares
0.11% of the 13F portfolio, value $256,682.
13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,844 sharesChange vs previous 13F -31 shares
0.13% of the 13F portfolio, value $273,164.
13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,875 sharesChange vs previous 13F -4 shares
0.12% of the 13F portfolio, value $273,828.
13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,879 sharesChange vs previous 13F +149 shares
0.13% of the 13F portfolio, value $250,979.
13F-HR 0001214659-25-010931 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,730 sharesChange vs previous 13F -43 shares
0.16% of the 13F portfolio, value $245,333.
13F-HR 0001214659-25-007253 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,773 sharesChange vs previous 13F +375 shares
0.15% of the 13F portfolio, value $221,500.
13F-HR 0001214659-25-002251 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,398 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $215,889.
13F-HR 0001214659-24-018481 filed by Endowment Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).