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ENCOMPASS WEALTH ADVISORS, LLC: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENCOMPASS WEALTH ADVISORS, LLC on IEMG, newest first. How the timeline and the estimate are built.

ENCOMPASS WEALTH ADVISORS, LLC held 102,790 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,790 shares
    Change vs previous 13F +4,187 shares

    2.59% of the 13F portfolio, value $8,515,155.

    13F-HR 0001849614-26-000003 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 98,603 shares
    Change vs previous 13F +1,811 shares

    2.39% of the 13F portfolio, value $6,877,574.

    13F-HR 0001849614-26-000002 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 96,792 shares
    Change vs previous 13F +4,285 shares

    2.21% of the 13F portfolio, value $6,506,384.

    13F-HR 0001849614-26-000001 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 92,507 shares
    Change vs previous 13F +2,398 shares

    2.08% of the 13F portfolio, value $6,098,069.

    13F-HR 0001849614-25-000005 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 90,109 shares
    Change vs previous 13F +3,352 shares

    1.98% of the 13F portfolio, value $5,409,250.

    13F-HR 0002033299-25-000004 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 86,757 shares
    Change vs previous 13F +5,806 shares

    1.91% of the 13F portfolio, value $4,682,269.

    13F-HR 0001860719-25-000004 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 80,951 shares
    Change vs previous 13F +6,780 shares

    1.71% of the 13F portfolio, value $4,227,255.

    13F-HR 0001849614-25-000001 filed by ENCOMPASS WEALTH ADVISORS, LLC
    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 74,171 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,258,134.

    13F-HR 0001849614-24-000009 filed by ENCOMPASS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).