Endowment Wealth Management, Inc.: MLPX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on MLPX, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 4,278 MLPX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,278 sharesChange vs previous 13F +340 shares
0.12% of the 13F portfolio, value $315,149.
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 3,938 sharesChange vs previous 13F +167 shares
0.13% of the 13F portfolio, value $291,195.
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 3,771 sharesChange vs previous 13F +325 shares
0.1% of the 13F portfolio, value $228,276.
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 3,446 sharesChange vs previous 13F +36 shares
0.1% of the 13F portfolio, value $216,120.
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 3,410 sharesChange vs previous 13F -154 shares
0.11% of the 13F portfolio, value $213,673.
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 3,564 sharesChange vs previous 13F -293 shares
0.15% of the 13F portfolio, value $227,439.
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 3,857 sharesChange vs previous 13F -390 shares
0.16% of the 13F portfolio, value $233,562.
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 4,247 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $231,177.
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).