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Disclosery

Encompass More Asset Management: CLM position timeline

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

Encompass More Asset Management held 89,506 CLM 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 89,506 shares
    Change vs previous 13F +8,560 shares

    0.1% of the 13F portfolio, value $676,671.

    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 80,946 shares
    Change vs previous 13F -27 shares

    0.1% of the 13F portfolio, value $589,290.

    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 80,973 shares
    Change vs previous 13F -2,853 shares

    0.13% of the 13F portfolio, value $676,933.

    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 83,826 shares
    Change vs previous 13F +3,509 shares

    0.13% of the 13F portfolio, value $694,081.

    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 ended2025-06-30
    13F 80,317 shares
    Change vs previous 13F +3,747 shares

    0.15% of the 13F portfolio, value $652,178.

    13F-HR 0001172661-25-002930 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).

  6. period ended2025-03-31
    13F 76,570 shares
    Change vs previous 13F +819 shares

    0.17% of the 13F portfolio, value $568,917.

    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).

  7. period ended2024-12-31
    13F 75,751 shares
    Change vs previous 13F +3,459 shares

    0.21% of the 13F portfolio, value $650,707.

    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).

  8. period ended2024-09-30
    13F 72,292 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $555,200.

    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).