Endowment Wealth Management, Inc.
EndowmentPosition in MA — Mastercard Inc
CIK 1904477
APPLETON, WI
Position in MA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$304,564
+$10,764 QoQ
Shares Held
593
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,926
of 3,563 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Endowment Wealth Management, Inc. holds $828,941 across 3 Credit Services names. MA ranks #2 (36.7% of the industry book) .
All Filings in MA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,564 | 593 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $293,800 | 588 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $339,102 | 594 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $356,075 | 626 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $360,765 | 642 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $378,202 | 690 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $373,864 | 710 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $359,486 | 728 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $346,751 | 786 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $379,958 | 789 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $344,620 | 808 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $322,270 | 814 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $356,329 | 906 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $314,349 | 865 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $308,784 | 888 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $258,465 | 909 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $233,139 | 739 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $264,461 | 740 | Shares | Other | 2022-05-04 | |
| 2021-12-31 | $237,510 | 661 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||