SEC 13F Intelligence

Endowment Wealth Management, Inc. / WST

Endowment Wealth Management, Inc.’s West Pharmaceutical Svsc Inc Position

Does Endowment Wealth Management, Inc. own West Pharmaceutical Svsc Inc (WST)? Yes — 13.2K shares worth $3M (+1.47% of its 13F portfolio) as of Q1 2026, up from 13.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.2K
% of Portfolio
+1.47%
Quarters Held
18
currently held

Position History WST

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.2K$3M+1.47%
Q4 202513.2K$4M+1.67%
Q3 202513.2K$3M+1.57%
Q2 202513.2K$3M+1.49%
Q1 202513.2K$3M+1.90%
Q4 202414.2K$5M+3.11%
Q3 202414.1K$4M+2.79%
Q2 202414.1K$5M+3.39%
Q1 202414.1K$6M+4.18%
Q4 202314.1K$5M+4.13%
Q3 202314.1K$5M+4.75%
Q2 202314.1K$5M+4.94%
Q1 202314.1K$5M+4.91%
Q4 202215.7K$4M+4.06%
Q3 202215.6K$4M+4.67%
Q2 202215.6K$5M+5.70%
Q1 202215.6K$6M+6.75%
Q4 202115.6K$7M+7.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endowment Wealth Management, Inc.’s full portfolio or all institutional holders of WST.