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Disclosery

Endurance Wealth Management, Inc.: WY position timeline

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

Endurance Wealth Management, Inc. held 167,037 WY 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 167,037 shares
    Change vs previous 13F -8,338 shares

    0.77% of the 13F portfolio, value $5,597,000.

    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 175,375 shares
    Change vs previous 13F -7,093 shares

    0.75% of the 13F portfolio, value $5,284,000.

    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 182,468 shares
    Change vs previous 13F -2,500 shares

    0.85% of the 13F portfolio, value $5,657,000.

    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 184,968 shares
    Change vs previous 13F -880 shares

    0.87% of the 13F portfolio, value $5,283,000.

    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 185,848 shares
    Change vs previous 13F +4,125 shares

    0.93% of the 13F portfolio, value $6,155,000.

    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 181,723 shares
    Change vs previous 13F -45,500 shares

    0.89% of the 13F portfolio, value $6,887,000.

    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 227,223 shares
    Change vs previous 13F -40,400 shares

    1.01% of the 13F portfolio, value $9,357,000.

    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 267,623 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $9,519,000.

    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).