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Disclosery

Encompass More Asset Management: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Encompass More Asset Management on CAIE, newest first. How the timeline and the estimate are built.

Encompass More Asset Management held 16,895 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,895 shares
    Change vs previous 13F +2,286 shares

    0.07% of the 13F portfolio, value $459,713.

    13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,609 shares
    Change vs previous 13F +1,573 shares

    0.06% of the 13F portfolio, value $367,270.

    13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,036 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $348,583.

    13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).