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Endowment Wealth Management, Inc.: WST position timeline

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

Endowment Wealth Management, Inc. held 13,241 WST 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 13,241 shares
    Change vs previous 13F +10 shares

    1.84% of the 13F portfolio, value $4,753,493.

    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 13,231 shares
    Change vs previous 13F +12 shares

    1.47% of the 13F portfolio, value $3,316,326.

    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 13,219 shares
    Change vs previous 13F +11 shares

    1.67% of the 13F portfolio, value $3,637,108.

    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 13,208 shares
    Change vs previous 13F +12 shares

    1.57% of the 13F portfolio, value $3,464,838.

    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 13,196 shares
    Change vs previous 13F +13 shares

    1.49% of the 13F portfolio, value $2,887,368.

    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 13,183 shares
    Change vs previous 13F -967 shares

    1.9% of the 13F portfolio, value $2,951,426.

    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 14,150 shares
    Change vs previous 13F +10 shares

    3.11% of the 13F portfolio, value $4,634,835.

    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 14,140 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,244,205.

    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).