Skip to content
Disclosery

Encompass More Asset Management: XLP position timeline

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

Encompass More Asset Management held 3,769 XLP 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 3,769 shares
    Change vs previous 13F +1,543 shares

    0.05% of the 13F portfolio, value $313,134.

    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 2,226 shares
    Change vs previous 13F -10,147 shares

    0.03% of the 13F portfolio, value $182,525.

    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 12,373 shares
    Change vs previous 13F +2,370 shares

    0.18% of the 13F portfolio, value $961,160.

    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 10,003 shares
    Change vs previous 13F -4,126 shares

    0.15% of the 13F portfolio, value $783,946.

    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 14,129 shares
    Change vs previous 13F -8,390 shares

    0.27% of the 13F portfolio, value $1,144,025.

    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 22,519 shares
    Change vs previous 13F +16,152 shares

    0.55% of the 13F portfolio, value $1,839,127.

    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 6,367 shares
    Change vs previous 13F -7,317 shares

    0.17% of the 13F portfolio, value $500,510.

    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 13,684 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,135,772.

    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).