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Endowment Wealth Management, Inc.: VTI position timeline

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

Endowment Wealth Management, Inc. held 31,847 VTI 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 31,847 shares
    Change vs previous 13F +1,152 shares

    4.56% of the 13F portfolio, value $11,784,718.

    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 30,695 shares
    Change vs previous 13F +659 shares

    4.36% of the 13F portfolio, value $9,847,290.

    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 30,036 shares
    Change vs previous 13F +1,796 shares

    4.63% of the 13F portfolio, value $10,070,315.

    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 28,240 shares
    Change vs previous 13F +1,277 shares

    4.21% of the 13F portfolio, value $9,267,546.

    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 26,963 shares
    Change vs previous 13F +567 shares

    4.23% of the 13F portfolio, value $8,194,877.

    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 26,396 shares
    Change vs previous 13F +893 shares

    4.67% of the 13F portfolio, value $7,254,688.

    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 25,503 shares
    Change vs previous 13F +2,045 shares

    4.97% of the 13F portfolio, value $7,391,121.

    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 23,458 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $6,642,392.

    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).