Skip to content
Disclosery

ENCOMPASS WEALTH ADVISORS, LLC: IWF position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 14,534 IWF 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 14,534 shares
    Change vs previous 13F +10,901 shares

    0.55% of the 13F portfolio, value $1,804,635.

    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 3,633 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,549,280.

    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 3,633 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,719,686.

    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 3,633 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,701,868.

    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 3,633 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,542,579.

    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 3,633 shares
    Change vs previous 13F -25 shares

    0.53% of the 13F portfolio, value $1,311,870.

    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 3,658 shares
    Change vs previous 13F -193 shares

    0.59% of the 13F portfolio, value $1,468,967.

    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 3,851 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,445,576.

    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).