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Disclosery

Encompass More Asset Management: XLY position timeline

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

Encompass More Asset Management held 104,366 XLY 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 104,366 shares
    Change vs previous 13F +104,366 shares

    1.8% of the 13F portfolio, value $12,240,062.

    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 0 shares
    Change vs previous 13F -35,041 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 35,041 shares
    Change vs previous 13F +11,981 shares

    0.78% of the 13F portfolio, value $4,184,252.

    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 23,060 shares
    Change vs previous 13F +15,835 shares

    1.06% of the 13F portfolio, value $5,526,104.

    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 7,225 shares
    Change vs previous 13F +2,819 shares

    0.37% of the 13F portfolio, value $1,570,209.

    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 4,406 shares
    Change vs previous 13F -520 shares

    0.26% of the 13F portfolio, value $870,009.

    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 4,926 shares
    Change vs previous 13F -4,048 shares

    0.37% of the 13F portfolio, value $1,105,148.

    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 8,974 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,798,120.

    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).