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ENCOMPASS WEALTH ADVISORS, LLC: SCZ position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 93,904 SCZ 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 93,904 shares
    Change vs previous 13F +4,525 shares

    2.35% of the 13F portfolio, value $7,725,517.

    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 89,379 shares
    Change vs previous 13F +1,933 shares

    2.44% of the 13F portfolio, value $7,008,194.

    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 87,446 shares
    Change vs previous 13F +4,774 shares

    2.31% of the 13F portfolio, value $6,779,660.

    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 82,672 shares
    Change vs previous 13F +1,625 shares

    2.16% of the 13F portfolio, value $6,342,571.

    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 81,047 shares
    Change vs previous 13F +2,978 shares

    2.16% of the 13F portfolio, value $5,890,473.

    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 78,069 shares
    Change vs previous 13F +5,390 shares

    2.02% of the 13F portfolio, value $4,959,749.

    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 72,679 shares
    Change vs previous 13F +4,614 shares

    1.78% of the 13F portfolio, value $4,415,274.

    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 68,065 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,608,017.

    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).