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Endowment Wealth Management, Inc.: SHYG position timeline

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

Endowment Wealth Management, Inc. held 70,113 SHYG 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 70,113 shares
    Change vs previous 13F +1,519 shares

    1.15% of the 13F portfolio, value $2,973,507.

    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 68,594 shares
    Change vs previous 13F +12,805 shares

    1.28% of the 13F portfolio, value $2,902,204.

    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 55,789 shares
    Change vs previous 13F +1,357 shares

    1.1% of the 13F portfolio, value $2,391,687.

    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 54,432 shares
    Change vs previous 13F +12,617 shares

    1.07% of the 13F portfolio, value $2,356,915.

    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 41,815 shares
    Change vs previous 13F +4,695 shares

    0.93% of the 13F portfolio, value $1,803,902.

    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 37,120 shares
    Change vs previous 13F +3,431 shares

    1.02% of the 13F portfolio, value $1,578,352.

    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 33,689 shares
    Change vs previous 13F +4,593 shares

    0.96% of the 13F portfolio, value $1,435,491.

    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 29,096 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,263,349.

    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).