Encompass More Asset Management historic quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Encompass More Asset Management opened 1 positions, added to 0, reduced 3 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011218), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Balboa Wealth Partners | United States | $0.596B | 455 |
| Te Ahumairangi Investment Management Ltd | New Zealand | $0.597B | 86 |
| ORRSTOWN FINANCIAL SERVICES INC | United States | $0.597B | 123 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | United States | $0.595B | 360 |
| Estuary Capital Management LP | United States | $0.598B | 22 |
| Pacific Capital Wealth Advisors, Inc. | United States | $0.595B | 87 |
| Financial Strategies Group, Inc. | United States | $0.598B | 101 |
| Stanley Capital Management, LLC | United States | $0.598B | 40 |
| Bornite Capital Management LP | United States | $0.595B | 17 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | United States | $0.595B | 212 |