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ENCOMPASS WEALTH ADVISORS, LLC: SBUX position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 2,013 SBUX 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 2,013 shares
    Change vs previous 13F +2,013 shares

    0.06% of the 13F portfolio, value $205,708.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,243 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.

  3. period ended2025-09-30
    13F 3,243 shares
    Change vs previous 13F -164 shares

    0.09% of the 13F portfolio, value $274,358.

    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).

  4. period ended2025-06-30
    13F 3,407 shares
    Change vs previous 13F +508 shares

    0.11% of the 13F portfolio, value $312,183.

    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).

  5. period ended2025-03-31
    13F 2,899 shares
    Change vs previous 13F -110 shares

    0.12% of the 13F portfolio, value $284,363.

    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).

  6. period ended2024-12-31
    13F 3,009 shares
    Change vs previous 13F -3,612 shares

    0.11% of the 13F portfolio, value $274,571.

    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).

  7. period ended2024-09-30
    13F 6,621 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $645,524.

    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).