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Encompass More Asset Management: USFR position timeline

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

Encompass More Asset Management held 1,473,313 USFR 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 1,473,313 shares
    Change vs previous 13F +542,673 shares

    10.89% of the 13F portfolio, value $74,181,326.

    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 930,640 shares
    Change vs previous 13F +327,495 shares

    7.91% of the 13F portfolio, value $46,848,395.

    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 603,145 shares
    Change vs previous 13F -278,105 shares

    5.62% of the 13F portfolio, value $30,350,242.

    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 881,250 shares
    Change vs previous 13F +418,119 shares

    8.53% of the 13F portfolio, value $44,300,460.

    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 463,131 shares
    Change vs previous 13F +178,965 shares

    5.45% of the 13F portfolio, value $23,300,121.

    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 284,166 shares
    Change vs previous 13F -315,079 shares

    4.27% of the 13F portfolio, value $14,302,075.

    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 599,245 shares
    Change vs previous 13F +216,077 shares

    9.96% of the 13F portfolio, value $30,154,008.

    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 383,168 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $19,242,697.

    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).