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Disclosery

Encompass More Asset Management: XSOE position timeline

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

Encompass More Asset Management held 139,500 XSOE 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 139,500 shares
    Change vs previous 13F +7,178 shares

    1.01% of the 13F portfolio, value $6,860,621.

    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 132,322 shares
    Change vs previous 13F +70,687 shares

    0.9% of the 13F portfolio, value $5,306,112.

    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 61,635 shares
    Change vs previous 13F -642 shares

    0.45% of the 13F portfolio, value $2,404,998.

    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 62,277 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,362,789.

    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).