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Endowment Wealth Management, Inc.: SPMO position timeline

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

Endowment Wealth Management, Inc. held 66,902 SPMO 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 66,902 shares
    Change vs previous 13F +4,028 shares

    4.18% of the 13F portfolio, value $10,807,405.

    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 62,874 shares
    Change vs previous 13F +3,996 shares

    3.12% of the 13F portfolio, value $7,048,768.

    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 58,878 shares
    Change vs previous 13F +30,228 shares

    3.23% of the 13F portfolio, value $7,025,349.

    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 28,650 shares
    Change vs previous 13F +2,280 shares

    1.57% of the 13F portfolio, value $3,468,395.

    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 26,370 shares
    Change vs previous 13F +1,490 shares

    1.53% of the 13F portfolio, value $2,965,864.

    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 24,880 shares
    Change vs previous 13F +2,094 shares

    1.48% of the 13F portfolio, value $2,302,128.

    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 22,786 shares
    Change vs previous 13F +6,455 shares

    1.45% of the 13F portfolio, value $2,164,882.

    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 16,331 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,480,271.

    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).