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Disclosery

Encompass More Asset Management: WFC position timeline

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

Encompass More Asset Management held 5,335 WFC 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 5,335 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $440,919.

    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 5,361 shares
    Change vs previous 13F -38 shares

    0.07% of the 13F portfolio, value $426,777.

    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 5,399 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $503,223.

    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 5,464 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $458,000.

    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 5,476 shares
    Change vs previous 13F -3,448 shares

    0.1% of the 13F portfolio, value $438,711.

    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 8,924 shares
    Change vs previous 13F -388 shares

    0.19% of the 13F portfolio, value $640,654.

    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 9,312 shares
    Change vs previous 13F +1,605 shares

    0.22% of the 13F portfolio, value $654,075.

    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 7,707 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $435,368.

    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).