Endowment Wealth Management, Inc.: PCY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on PCY, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 77,525 PCY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 77,525 sharesChange vs previous 13F +1,715 shares
0.65% of the 13F portfolio, value $1,678,427.
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 75,810 sharesChange vs previous 13F +13,562 shares
0.7% of the 13F portfolio, value $1,584,425.
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 62,248 sharesChange vs previous 13F -1,776 shares
0.62% of the 13F portfolio, value $1,348,298.
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 64,024 sharesChange vs previous 13F +12,696 shares
0.63% of the 13F portfolio, value $1,380,363.
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 51,328 sharesChange vs previous 13F +5,878 shares
0.54% of the 13F portfolio, value $1,048,638.
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 45,450 sharesChange vs previous 13F +7,156 shares
0.59% of the 13F portfolio, value $916,731.
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 38,294 sharesChange vs previous 13F +7,254 shares
0.51% of the 13F portfolio, value $758,994.
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 31,040 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $667,365.
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).