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ENCOMPASS WEALTH ADVISORS, LLC: PFE position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 0 PFE shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,276 shares

    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).

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

  2. period ended2025-09-30
    13F 15,276 shares
    Change vs previous 13F +423 shares

    0.13% of the 13F portfolio, value $389,235.

    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).

  3. period ended2025-06-30
    13F 14,853 shares
    Change vs previous 13F +1,094 shares

    0.13% of the 13F portfolio, value $360,032.

    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).

  4. period ended2025-03-31
    13F 13,759 shares
    Change vs previous 13F +73 shares

    0.14% of the 13F portfolio, value $348,643.

    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).

  5. period ended2024-12-31
    13F 13,686 shares
    Change vs previous 13F +1,560 shares

    0.15% of the 13F portfolio, value $363,100.

    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).

  6. period ended2024-09-30
    13F 12,126 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $350,934.

    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).