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Disclosery

Encompass More Asset Management: XLK position timeline

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

Encompass More Asset Management held 110,262 XLK 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 110,262 shares
    Change vs previous 13F +23,227 shares

    3.08% of the 13F portfolio, value $21,007,306.

    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 87,035 shares
    Change vs previous 13F -5,907 shares

    1.95% of the 13F portfolio, value $11,566,916.

    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 92,942 shares
    Change vs previous 13F +49,921 shares

    2.48% of the 13F portfolio, value $13,380,930.

    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 43,021 shares
    Change vs previous 13F +25,262 shares

    2.33% of the 13F portfolio, value $12,125,950.

    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 17,759 shares
    Change vs previous 13F +5,924 shares

    1.05% of the 13F portfolio, value $4,497,125.

    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 11,835 shares
    Change vs previous 13F +1,274 shares

    0.73% of the 13F portfolio, value $2,443,691.

    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 10,561 shares
    Change vs previous 13F -9,579 shares

    0.81% of the 13F portfolio, value $2,455,644.

    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 20,140 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,546,806.

    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).