Skip to content
Disclosery

Endowment Wealth Management, Inc.: PCEF position timeline

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

Endowment Wealth Management, Inc. held 25,516 PCEF 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 25,516 shares
    Change vs previous 13F -2,888 shares

    0.2% of the 13F portfolio, value $518,220.

    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 28,404 shares
    Change vs previous 13F +776 shares

    0.24% of the 13F portfolio, value $534,557.

    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 27,628 shares
    Change vs previous 13F +673 shares

    0.25% of the 13F portfolio, value $549,241.

    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 26,955 shares
    Change vs previous 13F +5,067 shares

    0.24% of the 13F portfolio, value $538,294.

    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 21,888 shares
    Change vs previous 13F +1,999 shares

    0.22% of the 13F portfolio, value $427,690.

    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 19,889 shares
    Change vs previous 13F +994 shares

    0.24% of the 13F portfolio, value $374,904.

    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 18,895 shares
    Change vs previous 13F +1,078 shares

    0.24% of the 13F portfolio, value $362,037.

    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 17,817 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $351,163.

    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).