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Encompass More Asset Management: SMH position timeline

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

Encompass More Asset Management held 2,766 SMH 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 2,766 shares
    Change vs previous 13F +988 shares

    0.27% of the 13F portfolio, value $1,814,240.

    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 1,778 shares
    Change vs previous 13F +527 shares

    0.12% of the 13F portfolio, value $681,713.

    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 1,251 shares
    Change vs previous 13F +440 shares

    0.08% of the 13F portfolio, value $450,580.

    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 811 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $264,692.

    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 809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $225,626.

    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).