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Disclosery

Encompass More Asset Management: CAT position timeline

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

Encompass More Asset Management held 734 CAT 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 734 shares
    Change vs previous 13F +294 shares

    0.11% of the 13F portfolio, value $781,872.

    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 440 shares
    Change vs previous 13F -310 shares

    0.05% of the 13F portfolio, value $311,830.

    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 750 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $429,697.

    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).

  4. period ended2025-09-30
    13F 440 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $209,735.

    13F-HR 0001172661-25-004323 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).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -605 shares

    13F-HR 0001172661-25-001631 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 605 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $219,518.

    13F-HR 0001172661-25-000273 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).

  7. period ended2024-09-30
    13F 576 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $225,438.

    13F-HR 0001172661-24-005312 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).