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Livermore
Livermore
ZHEN

Endowment Wealth Management, Inc.

SEC CIK
0001904477
Latest filing
Aug 5, 2026

FBRT holding history

Franklin BSP Realty Trust, Inc. in every 13F filed by Endowment Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FBRT overviewAll 13F holders of FBRTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2022
Holdings of FBRT by Endowment Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−18,140−100.0%Sold outHolders
Q4 202518,140$181.9K0.1%+585+3.3%AddedHolders
Q3 202517,555$190.6K0.1%+551+3.2%AddedHolders
Q2 202517,004$181.8K0.1%+530+3.2%AddedHolders
Q1 202516,474$209.9K0.1%+471+2.9%AddedHolders
Q4 202416,003$200.7K0.1%+435+2.8%AddedHolders
Q3 202415,568$203.3K0.1%+426+2.8%AddedHolders
Q2 202415,142$190.8K0.1%+407+2.8%AddedHolders
Q1 202414,735$196.9K0.1%+378+2.6%AddedHolders
Q4 202314,357$194.0K0.2%+383+2.7%AddedHolders
Q3 202313,974$185.0K0.2%+354+2.6%AddedHolders
Q2 202313,620$192.9K0.2%+388+2.9%AddedHolders
Q1 202313,232$157.9K0.2%+333+2.6%AddedHolders
Q4 202212,899$166.4K0.2%+400+3.2%AddedHolders
Q3 202212,499$135.0K0.2%+138+1.1%AddedHolders
Q2 202212,361$167.0K0.2%+12,361NewHolders