Endowment Wealth Management, Inc.: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on PLTR, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 4,870 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,870 sharesChange vs previous 13F +6 shares
0.22% of the 13F portfolio, value $568,139.
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 4,864 sharesChange vs previous 13F -443 shares
0.31% of the 13F portfolio, value $711,472.
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 5,307 sharesChange vs previous 13F -158 shares
0.43% of the 13F portfolio, value $943,329.
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 5,465 sharesChange vs previous 13F +26 shares
0.45% of the 13F portfolio, value $996,895.
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 5,439 sharesChange vs previous 13F +27 shares
0.38% of the 13F portfolio, value $741,453.
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 5,412 sharesChange vs previous 13F -1,019 shares
0.29% of the 13F portfolio, value $456,812.
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 6,431 sharesChange vs previous 13F -147,704 shares
0.33% of the 13F portfolio, value $486,350.
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 154,135 sharesChange vs previous 13F not available
3.77% of the 13F portfolio, value $5,733,833.
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).