Endowment Wealth Management, Inc.: V position timeline

Endowment Wealth Management, Inc. held 900 V 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 900 shares

   Change vs previous 13F -143 shares

   0.12% of the 13F portfolio, value $308,864.

   13F-HR 0001214659-26-009680 filed by Endowment Wealth Management, Inc.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,043 shares

   Change vs previous 13F +89 shares

   0.14% of the 13F portfolio, value $315,100.

   13F-HR 0001214659-26-005810 filed by Endowment Wealth Management, Inc.
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 954 shares

   Change vs previous 13F -19 shares

   0.15% of the 13F portfolio, value $334,598.

   13F-HR 0001214659-26-001334 filed by Endowment Wealth Management, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 973 shares

   Change vs previous 13F -24 shares

   0.15% of the 13F portfolio, value $332,238.

   13F-HR 0001214659-25-016017 filed by Endowment Wealth Management, Inc.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 997 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $353,858.

   13F-HR 0001214659-25-010931 filed by Endowment Wealth Management, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).