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Endowment Wealth Management, Inc.: SPHQ position timeline

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

Endowment Wealth Management, Inc. held 106,985 SPHQ 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 106,985 shares
    Change vs previous 13F +7,163 shares

    3.73% of the 13F portfolio, value $9,639,312.

    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 99,822 shares
    Change vs previous 13F +5,047 shares

    3.32% of the 13F portfolio, value $7,505,653.

    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 94,775 shares
    Change vs previous 13F +53,023 shares

    3.27% of the 13F portfolio, value $7,112,890.

    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 41,752 shares
    Change vs previous 13F +4,306 shares

    1.39% of the 13F portfolio, value $3,059,980.

    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 37,446 shares
    Change vs previous 13F +2,485 shares

    1.38% of the 13F portfolio, value $2,668,416.

    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 34,961 shares
    Change vs previous 13F +3,018 shares

    1.49% of the 13F portfolio, value $2,319,325.

    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 31,943 shares
    Change vs previous 13F +9,983 shares

    1.44% of the 13F portfolio, value $2,141,158.

    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 21,960 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,477,234.

    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).