Endowment Wealth Management, Inc.
- SEC CIK
- 0001904477
- Latest filing
- Aug 5, 2026
SVVC holding history
Firsthand Technology Value Fund, 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.
SVVC overviewAll 13F holders of SVVCFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −21,247−100.0% | Sold out | Holders |
| Q3 2023 | 21,247 | $8.97K | <0.1% | +398+1.9% | Added | Holders |
| Q2 2023 | 20,849 | $13.1K | <0.1% | +2,104+11.2% | Added | Holders |
| Q1 2023 | 18,745 | $17.8K | <0.1% | +6,683+55.4% | Added | Holders |
| Q4 2022 | 12,062 | $11.4K | <0.1% | +1,903+18.7% | Added | Holders |
| Q3 2022 | 10,159 | $14.0K | <0.1% | +10,159 | New | Holders |