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Encompass More Asset Management: XHLF position timeline

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

Encompass More Asset Management held 203,535 XHLF 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 203,535 shares
    Change vs previous 13F +21,214 shares

    1.5% of the 13F portfolio, value $10,237,859.

    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 182,321 shares
    Change vs previous 13F +109,856 shares

    1.55% of the 13F portfolio, value $9,176,198.

    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 72,465 shares
    Change vs previous 13F +1,398 shares

    0.67% of the 13F portfolio, value $3,641,342.

    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 71,067 shares
    Change vs previous 13F -8,630 shares

    0.69% of the 13F portfolio, value $3,583,213.

    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 79,697 shares
    Change vs previous 13F +5,742 shares

    0.94% of the 13F portfolio, value $4,011,951.

    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 73,955 shares
    Change vs previous 13F +8,866 shares

    1.11% of the 13F portfolio, value $3,724,007.

    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 65,089 shares
    Change vs previous 13F +6,489 shares

    1.08% of the 13F portfolio, value $3,266,166.

    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 58,600 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,955,784.

    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).