Skip to content
Disclosery

Encompass More Asset Management: SRI position timeline

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

Encompass More Asset Management held 21,009 SRI 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 21,009 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $153,786.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $101,473.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $121,642.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $160,089.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $147,903.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $96,431.

    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 21,009 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $131,726.

    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 21,009 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $235,091.

    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).