ENCOMPASS WEALTH ADVISORS, LLC: VGT position timeline

ENCOMPASS WEALTH ADVISORS, LLC held 3,375 VGT 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 3,375 shares

   Change vs previous 13F +3,021 shares

   0.12% of the 13F portfolio, value $403,438.

   13F-HR 0001849614-26-000003 filed by ENCOMPASS WEALTH ADVISORS, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 354 shares

   Change vs previous 13F -228 shares

   0.09% of the 13F portfolio, value $246,948.

   13F-HR 0001849614-26-000002 filed by ENCOMPASS WEALTH ADVISORS, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 582 shares

   Change vs previous 13F -64 shares

   0.15% of the 13F portfolio, value $438,652.

   13F-HR 0001849614-26-000001 filed by ENCOMPASS WEALTH ADVISORS, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 646 shares

   Change vs previous 13F +336 shares

   0.16% of the 13F portfolio, value $482,275.

   13F-HR 0001849614-25-000005 filed by ENCOMPASS WEALTH ADVISORS, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 310 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $205,574.

   13F-HR 0002033299-25-000004 filed by ENCOMPASS WEALTH ADVISORS, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).