Endowment Wealth Management Inc — 13F Briefs

One brief for each quarterly Form 13F the fund filed with the SEC, newest first.

Quarter Quarter ended Filed Reported positions
Q3 2026 13F Brief Sep 30, 2026 Nov 3, 2026 188
Q2 2026 13F Brief Jun 30, 2026 Aug 5, 2026 181
Q1 2026 13F Brief Mar 31, 2026 May 8, 2026 165
Q4 2025 13F Brief Dec 31, 2025 Feb 9, 2026 151
Q3 2025 13F Brief Sep 30, 2025 Nov 6, 2025 156
Q2 2025 13F Brief Jun 30, 2025 Jul 25, 2025 157
Q1 2025 13F Brief Mar 31, 2025 May 9, 2025 149
Q4 2024 13F Brief Dec 31, 2024 Feb 7, 2025 138
Q3 2024 13F Brief Sep 30, 2024 Nov 6, 2024 137
Q2 2024 13F Brief Jun 30, 2024 Aug 1, 2024 131
Q1 2024 13F Brief Mar 31, 2024 May 8, 2024 131
Q4 2023 13F Brief Dec 31, 2023 Feb 7, 2024 132
Q3 2023 13F Brief Sep 30, 2023 Oct 31, 2023 129
Q2 2023 13F Brief Jun 30, 2023 Aug 10, 2023 137
Q1 2023 13F Brief Mar 31, 2023 May 10, 2023 132
Q4 2022 13F Brief Dec 31, 2022 Feb 13, 2023 131
Q3 2022 13F Brief Sep 30, 2022 Nov 14, 2022 118
Q2 2022 13F Brief Jun 30, 2022 Aug 15, 2022 113
Q1 2022 13F Brief Mar 31, 2022 May 4, 2022 123
Q4 2021 13F Brief Dec 31, 2021 Feb 11, 2022 122

Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled

FilingExplorer is not affiliated with, sponsored by, or endorsed by Endowment Wealth Management Inc. Data is compiled from public SEC filings.