Endowment Wealth Management, Inc.: MLPA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on MLPA, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 13,767 MLPA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 13,767 sharesChange vs previous 13F -1,742 shares
0.28% of the 13F portfolio, value $730,730.
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 15,509 sharesChange vs previous 13F +212 shares
0.37% of the 13F portfolio, value $835,474.
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 15,297 sharesChange vs previous 13F +420 shares
0.34% of the 13F portfolio, value $740,505.
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 14,877 sharesChange vs previous 13F +2,966 shares
0.33% of the 13F portfolio, value $720,363.
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 11,911 sharesChange vs previous 13F +1,067 shares
0.31% of the 13F portfolio, value $597,938.
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 10,844 sharesChange vs previous 13F +287 shares
0.37% of the 13F portfolio, value $577,201.
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 10,557 sharesChange vs previous 13F +226 shares
0.35% of the 13F portfolio, value $521,610.
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 10,331 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $495,660.
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).