Endowment Wealth Management, Inc.: TDIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on TDIV, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 7,592 TDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,592 sharesChange vs previous 13F +869 shares
0.34% of the 13F portfolio, value $872,120.
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 6,723 sharesChange vs previous 13F +929 shares
0.28% of the 13F portfolio, value $629,664.
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 5,794 sharesChange vs previous 13F +1,042 shares
0.26% of the 13F portfolio, value $561,055.
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 4,752 sharesChange vs previous 13F +915 shares
0.21% of the 13F portfolio, value $468,542.
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 3,837 sharesChange vs previous 13F +734 shares
0.18% of the 13F portfolio, value $346,019.
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 3,103 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $228,396.
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).