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Disclosery

Encompass More Asset Management: XLE position timeline

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

Encompass More Asset Management held 77,699 XLE 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 77,699 shares
    Change vs previous 13F -2,503 shares

    0.61% of the 13F portfolio, value $4,126,610.

    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 80,202 shares
    Change vs previous 13F +64,179 shares

    0.83% of the 13F portfolio, value $4,913,179.

    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 16,023 shares
    Change vs previous 13F +4,479 shares

    0.13% of the 13F portfolio, value $716,391.

    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 11,544 shares
    Change vs previous 13F +6,894 shares

    0.2% of the 13F portfolio, value $1,031,344.

    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 4,650 shares
    Change vs previous 13F +195 shares

    0.09% of the 13F portfolio, value $394,368.

    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 4,455 shares
    Change vs previous 13F -21,724 shares

    0.12% of the 13F portfolio, value $416,321.

    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 26,179 shares
    Change vs previous 13F -28,143 shares

    0.74% of the 13F portfolio, value $2,242,493.

    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 54,322 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,769,472.

    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).