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Disclosery

Encompass More Asset Management: XLU position timeline

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

Encompass More Asset Management held 107,412 XLU 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 107,412 shares
    Change vs previous 13F -85,767 shares

    0.72% of the 13F portfolio, value $4,870,060.

    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 193,179 shares
    Change vs previous 13F +90,210 shares

    1.5% of the 13F portfolio, value $8,864,987.

    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 102,969 shares
    Change vs previous 13F +57,192 shares

    0.81% of the 13F portfolio, value $4,395,747.

    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 45,777 shares
    Change vs previous 13F +24,269 shares

    0.77% of the 13F portfolio, value $3,992,212.

    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 21,508 shares
    Change vs previous 13F -10,555 shares

    0.41% of the 13F portfolio, value $1,756,343.

    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 32,063 shares
    Change vs previous 13F +3,643 shares

    0.75% of the 13F portfolio, value $2,528,168.

    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 28,420 shares
    Change vs previous 13F +22,623 shares

    0.71% of the 13F portfolio, value $2,151,110.

    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 5,797 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $468,282.

    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).