Endowment Wealth Management, Inc.: TOTL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on TOTL, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 7,064 TOTL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,064 sharesChange vs previous 13F +308 shares
0.11% of the 13F portfolio, value $278,815.
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 6,756 sharesChange vs previous 13F +214 shares
0.12% of the 13F portfolio, value $268,430.
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 6,542 sharesChange vs previous 13F -2,283 shares
0.12% of the 13F portfolio, value $263,331.
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 8,825 sharesChange vs previous 13F +45 shares
0.16% of the 13F portfolio, value $358,046.
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 8,780 sharesChange vs previous 13F +835 shares
0.18% of the 13F portfolio, value $352,178.
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 7,945 sharesChange vs previous 13F +2,175 shares
0.21% of the 13F portfolio, value $320,092.
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 5,770 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $227,298.
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).