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Encompass More Asset Management: SEPM position timeline

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

Encompass More Asset Management held 11,621 SEPM 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 11,621 shares
    Change vs previous 13F -2,269 shares

    0.06% of the 13F portfolio, value $381,497.

    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 13,890 shares
    Change vs previous 13F -36,959 shares

    0.07% of the 13F portfolio, value $439,735.

    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 50,849 shares
    Change vs previous 13F -15 shares

    0.3% of the 13F portfolio, value $1,617,308.

    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 50,864 shares
    Change vs previous 13F -21,574 shares

    0.31% of the 13F portfolio, value $1,598,656.

    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 72,438 shares
    Change vs previous 13F -24,350 shares

    0.52% of the 13F portfolio, value $2,230,156.

    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 96,788 shares
    Change vs previous 13F +799 shares

    0.86% of the 13F portfolio, value $2,878,407.

    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 95,989 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,863,621.

    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).