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Disclosery

Encompass More Asset Management: XLI position timeline

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

Encompass More Asset Management held 12,923 XLI 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 12,923 shares
    Change vs previous 13F -11,228 shares

    0.35% of the 13F portfolio, value $2,393,739.

    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 24,151 shares
    Change vs previous 13F +14,985 shares

    0.66% of the 13F portfolio, value $3,905,948.

    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 9,166 shares
    Change vs previous 13F +3,173 shares

    0.26% of the 13F portfolio, value $1,421,835.

    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 5,993 shares
    Change vs previous 13F -6,419 shares

    0.18% of the 13F portfolio, value $924,304.

    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 12,412 shares
    Change vs previous 13F +6,464 shares

    0.43% of the 13F portfolio, value $1,831,018.

    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 5,948 shares
    Change vs previous 13F +1,354 shares

    0.23% of the 13F portfolio, value $779,604.

    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 4,594 shares
    Change vs previous 13F -5,338 shares

    0.2% of the 13F portfolio, value $605,305.

    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 9,932 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,345,190.

    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).