Endowment Wealth Management, Inc.: WOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endowment Wealth Management, Inc. on WOOD, newest first. How the timeline and the estimate are built.
Endowment Wealth Management, Inc. held 8,622 WOOD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 8,622 sharesChange vs previous 13F +474 shares
0.22% of the 13F portfolio, value $571,167.
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 8,148 sharesChange vs previous 13F +115 shares
0.26% of the 13F portfolio, value $578,126.
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 8,033 sharesChange vs previous 13F +1,019 shares
0.27% of the 13F portfolio, value $578,423.
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 7,014 sharesChange vs previous 13F +199 shares
0.23% of the 13F portfolio, value $514,857.
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 6,815 sharesChange vs previous 13F -24 shares
0.26% of the 13F portfolio, value $499,941.
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 6,839 sharesChange vs previous 13F +547 shares
0.33% of the 13F portfolio, value $515,875.
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 6,292 sharesChange vs previous 13F +134 shares
0.32% of the 13F portfolio, value $480,339.
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).
- period ended2024-09-3013F 6,158 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $530,611.
13F-HR 0001214659-24-018481 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).