ENCOMPASS WEALTH ADVISORS, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Portland, OR
CIK
0001849614
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 291 300,584 13F-HR 11/7/2023 000184961423000006 ENCOMPASS WEALTH ADVISORS, LLC
Q2 2023 295 307,481 13F-HR 8/9/2023 000184961423000003 ENCOMPASS WEALTH ADVISORS, LLC
Q1 2023 282 293,839 13F-HR 5/4/2023 000184961423000002 ENCOMPASS WEALTH ADVISORS, LLC
Q4 2022 265 274,227 13F-HR 2/1/2023 000184961423000001 ENCOMPASS WEALTH ADVISORS, LLC
Q3 2022 248 262,949 13F-HR 10/28/2022 000184961422000004 ENCOMPASS WEALTH ADVISORS, LLC
Q2 2022 239 282,709 13F-HR 8/3/2022 000184961422000003 ENCOMPASS WEALTH ADVISORS, LLC
Q1 2022 365 396,338 13F-HR 4/28/2022 000184961422000002 ENCOMPASS WEALTH ADVISORS, LLC
Q4 2021 375 411,096 13F-HR 1/20/2022 000184961422000001 ENCOMPASS WEALTH ADVISORS, LLC
Q3 2021 365 383,466 13F-HR 11/16/2021 000184961421000006 ENCOMPASS WEALTH ADVISORS, LLC
Q2 2021 361 406,588 13F-HR 8/3/2021 000184961421000004 ENCOMPASS WEALTH ADVISORS, LLC
Q1 2021 357 392,183 13F-HR 5/25/2021 000184961421000003 ENCOMPASS WEALTH ADVISORS, LLC
Q4 2020 112 173,655 RESTATEMENT 3/9/2021 000184961421000002 ENCOMPASS WEALTH ADVISORS, LLC
Q4 2020 442 118,720 13F-HR 3/9/2021 000184961421000001 ENCOMPASS WEALTH ADVISORS, LLC