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Endowment Wealth Management, Inc.ETFConcentrated trader

CIK: 0001904477 | APPLETON, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR196$292.3M2026-11-03SEC ↗
Q2 2026
13F-HR189$258.6M2026-08-06SEC ↗
Q1 2026
13F-HR170$226.1M2026-05-08SEC ↗
Q4 2025
13F-HR157$217.6M2026-02-09SEC ↗
Q3 2025
13F-HR167$220.3M2025-11-06SEC ↗
Q2 2025
13F-HR165$194.0M2025-07-25SEC ↗
Q1 2025
13F-HR155$155.4M2025-05-09SEC ↗
Q4 2024
13F-HR145$148.9M2025-02-07SEC ↗
Q3 2024
13F-HR144$152.0M2024-11-06SEC ↗
Q2 2024
13F-HR137$137.3M2024-08-01SEC ↗
Q1 2024
13F-HR137$133.5M2024-05-08SEC ↗
Q4 2023
13F-HR137$120.2M2024-02-07SEC ↗
Q3 2023
13F-HR130$111.4M2023-10-31SEC ↗
Q2 2023
13F-HR141$109.2M2023-08-10SEC ↗
Q1 2023
13F-HR136$99.5M2023-05-10SEC ↗
Q4 2022
13F-HR135$90.9M2023-02-13SEC ↗
Q3 2022
13F-HR121$6.1M2022-11-14SEC ↗
Q2 2022
13F-HR117$4.7M2022-08-15SEC ↗
Q1 2022
13F-HR126$5.0M2022-05-04SEC ↗
Q4 2021
13F-HR126$5.3M2022-02-11SEC ↗