Skip to content
Disclosery

Endowment Wealth Management, Inc.: MOAT position timeline

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

Endowment Wealth Management, Inc. held 17,871 MOAT 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 17,871 shares
    Change vs previous 13F +1,338 shares

    0.72% of the 13F portfolio, value $1,857,860.

    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 16,533 shares
    Change vs previous 13F +961 shares

    0.71% of the 13F portfolio, value $1,598,787.

    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 15,572 shares
    Change vs previous 13F -21,517 shares

    0.74% of the 13F portfolio, value $1,612,586.

    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 37,089 shares
    Change vs previous 13F +3,294 shares

    1.67% of the 13F portfolio, value $3,675,918.

    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 33,795 shares
    Change vs previous 13F +2,221 shares

    1.63% of the 13F portfolio, value $3,169,659.

    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 31,574 shares
    Change vs previous 13F +2,428 shares

    1.79% of the 13F portfolio, value $2,778,505.

    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 29,146 shares
    Change vs previous 13F +10,493 shares

    1.82% of the 13F portfolio, value $2,702,547.

    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 18,653 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,808,408.

    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).