Endowment Wealth Management, Inc.
EndowmentPosition in OTF — Blue Owl Technology Finance Corp.
CIK 1904477
APPLETON, WI
Position in OTF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$205,314
New position
Shares Held
16,571
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Endowment Wealth Management, Inc. holds $659,490 across 2 Asset Management names. OTF ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CION |
CION Investment Corp
|
66,400 | $454,176 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
This page
|
16,571 | $205,314 |
All Filings in OTF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,314 | 16,571 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||