Endowment Wealth Management, Inc.

SEC CIK: 0001904477
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

ML holding history

Moneylion 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.

ML overview All 13F holders of ML Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of ML by Endowment Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−1,058−100.0%	Sold outConverted for a 1-for-30 split	Holders
Q1 2023	31,750	$18.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	31,750	$19.7K	<0.1%	+31,750	New	Holders