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ENCOMPASS WEALTH ADVISORS, LLC: VEA position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 116,358 VEA 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 116,358 shares
    Change vs previous 13F -514 shares

    2.52% of the 13F portfolio, value $8,290,523.

    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 116,872 shares
    Change vs previous 13F -630 shares

    2.61% of the 13F portfolio, value $7,489,181.

    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 117,502 shares
    Change vs previous 13F +296 shares

    2.5% of the 13F portfolio, value $7,340,368.

    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 117,206 shares
    Change vs previous 13F +2,746 shares

    2.39% of the 13F portfolio, value $7,022,979.

    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 114,460 shares
    Change vs previous 13F +267 shares

    2.39% of the 13F portfolio, value $6,525,354.

    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 114,193 shares
    Change vs previous 13F +1,323 shares

    2.36% of the 13F portfolio, value $5,804,426.

    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 112,870 shares
    Change vs previous 13F +1,108 shares

    2.18% of the 13F portfolio, value $5,397,424.

    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 111,762 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,902,162.

    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).