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Encompass More Asset Management: XEMD position timeline

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

Encompass More Asset Management held 42,470 XEMD 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 42,470 shares
    Change vs previous 13F +1,564 shares

    0.28% of the 13F portfolio, value $1,907,790.

    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 40,906 shares
    Change vs previous 13F -49,450 shares

    0.3% of the 13F portfolio, value $1,797,800.

    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 90,356 shares
    Change vs previous 13F +1,391 shares

    0.75% of the 13F portfolio, value $4,028,068.

    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 88,965 shares
    Change vs previous 13F +35,691 shares

    0.75% of the 13F portfolio, value $3,889,550.

    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 53,274 shares
    Change vs previous 13F +1,172 shares

    0.54% of the 13F portfolio, value $2,302,517.

    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 52,102 shares
    Change vs previous 13F +6,551 shares

    0.66% of the 13F portfolio, value $2,196,461.

    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 45,551 shares
    Change vs previous 13F +5,679 shares

    0.63% of the 13F portfolio, value $1,898,344.

    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 39,872 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,708,911.

    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).