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Encompass More Asset Management: SGOV position timeline

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

Encompass More Asset Management held 58,220 SGOV 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 58,220 shares
    Change vs previous 13F -119,267 shares

    0.86% of the 13F portfolio, value $5,861,106.

    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 177,487 shares
    Change vs previous 13F +125,086 shares

    3.01% of the 13F portfolio, value $17,865,800.

    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 52,401 shares
    Change vs previous 13F +7,366 shares

    0.97% of the 13F portfolio, value $5,259,994.

    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 45,035 shares
    Change vs previous 13F +29,326 shares

    0.87% of the 13F portfolio, value $4,535,006.

    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 15,709 shares
    Change vs previous 13F -9,026 shares

    0.37% of the 13F portfolio, value $1,581,708.

    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 24,735 shares
    Change vs previous 13F +12,086 shares

    0.74% of the 13F portfolio, value $2,490,072.

    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 12,649 shares
    Change vs previous 13F -1,395 shares

    0.42% of the 13F portfolio, value $1,268,948.

    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 14,044 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,414,512.

    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).