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ENCOMPASS WEALTH ADVISORS, LLC: VO position timeline

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

ENCOMPASS WEALTH ADVISORS, LLC held 43,848 VO 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 43,848 shares
    Change vs previous 13F +32,888 shares

    1.08% of the 13F portfolio, value $3,532,836.

    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 10,960 shares
    Change vs previous 13F -151 shares

    1.1% of the 13F portfolio, value $3,147,370.

    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 11,111 shares
    Change vs previous 13F +128 shares

    1.1% of the 13F portfolio, value $3,224,511.

    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 10,983 shares
    Change vs previous 13F +37 shares

    1.1% of the 13F portfolio, value $3,226,225.

    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 10,946 shares
    Change vs previous 13F +455 shares

    1.12% of the 13F portfolio, value $3,063,145.

    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 10,491 shares
    Change vs previous 13F +63 shares

    1.1% of the 13F portfolio, value $2,713,299.

    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 10,428 shares
    Change vs previous 13F +668 shares

    1.11% of the 13F portfolio, value $2,754,221.

    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 9,760 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,574,926.

    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).