Endurance Wealth Management, Inc.
- SEC CIK
- 0001476225
- Latest filing
- Aug 9, 2023
WASH holding history
Washington Trust Bancorp Inc in every 13F filed by Endurance Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WASH overviewAll 13F holders of WASHFull Q2 2023 holdings
- Shares (Q2 2023)
- 95,403
- Value
- $2.56M
- % of portfolio
- 0.3%
- Quarters held
- 10
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 95,403 | $2.56M | 0.3% | +3,100+3.4% | Added | Holders |
| Q1 2023 | 92,303 | $3.20M | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2022 | 92,303 | $4.36M | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2022 | 92,303 | $4.29M | 0.7% | −1,690−1.8% | Reduced | Holders |
| Q2 2022 | 93,993 | $4.55M | 0.7% | 00.0% | Unchanged | Holders |
| Q1 2022 | 93,993 | $4.93M | 0.6% | −1,504−1.6% | Reduced | Holders |
| Q4 2021 | 95,497 | $5.38M | 0.6% | −30.0% | Reduced | Holders |
| Q3 2021 | 95,500 | $5.06M | 0.6% | 00.0% | Unchanged | Holders |
| Q2 2021 | 95,500 | $4.90M | 0.5% | −1,688−1.7% | Reduced | Holders |
| Q1 2021 | 97,188 | $5.02M | 0.6% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.