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Disclosery

Endurance Wealth Management, Inc.: EW position timeline

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

Endurance Wealth Management, Inc. held 231,099 EW shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 231,099 shares
    Change vs previous 13F -390 shares

    2.98% of the 13F portfolio, value $21,799,000.

    13F-HR 0000950123-23-007014 filed by Endurance 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 ended2023-03-31
    13F 231,489 shares
    Change vs previous 13F -670 shares

    2.71% of the 13F portfolio, value $19,151,000.

    13F-HR 0000950123-23-003571 filed by Endurance 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 ended2022-12-31
    13F 232,159 shares
    Change vs previous 13F -2,525 shares

    2.61% of the 13F portfolio, value $17,321,000.

    13F-HR 0000950123-23-000616 filed by Endurance 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 ended2022-09-30
    13F 234,684 shares
    Change vs previous 13F -719 shares

    3.2% of the 13F portfolio, value $19,392,000.

    13F-HR 0000950123-22-010374 filed by Endurance 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 ended2022-06-30
    13F 235,403 shares
    Change vs previous 13F -634 shares

    3.4% of the 13F portfolio, value $22,385,000.

    13F-HR 0000950123-22-007284 filed by Endurance 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 ended2022-03-31
    13F 236,037 shares
    Change vs previous 13F +5,973 shares

    3.59% of the 13F portfolio, value $27,786,000.

    13F-HR 0000950123-22-004138 filed by Endurance 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 ended2021-12-31
    13F 230,064 shares
    Change vs previous 13F -5,475 shares

    3.21% of the 13F portfolio, value $29,805,000.

    13F-HR 0000950123-22-000327 filed by Endurance 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 ended2021-09-30
    13F 235,539 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $26,665,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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