Endowment Wealth Management, Inc.

Business address
W6272 Communication Ct., Appleton, WI, 54914-8531
Top securities (13F)
CRCL, PSP, VTI, NVDA, ITOT, IUSG, QAI, IUSV, IEFA, COWZ, VT, JPST, IEMG, MOAT, LMBS, SPMO, WST, EFA, SPHQ, and DGRO
State of incorporation
WI
Fiscal year end
31 December
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Endowment Wealth Management, Inc. has filed 18 SEC EDGAR filings since 11 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-21870
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-21870
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-21870
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-21870
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-21870
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-21870
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-21870
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-21870
13F-HR Open Document Open Filing 08 May 2024 31 Mar 2024 028-21870
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-21870
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-21870
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-21870
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-21870
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-21870
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-21870
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-21870
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-21870
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-21870