Encompass Wealth Advisors, LLC
- SEC CIK
- 0001849614
- Latest filing
- Jul 21, 2026
AFRM holding history
Affirm Holdings, Inc. in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −11,345−100.0% | Sold out | Holders |
| Q2 2022 | 11,345 | $205.0K | 0.1% | +4,619+68.7% | Added | Holders |
| Q1 2022 | 6,726 | $311.0K | 0.1% | +4,657+225.1% | Added | Holders |
| Q4 2021 | 2,069 | $208.0K | 0.1% | +191+10.2% | Added | Holders |
| Q3 2021 | 1,878 | $223.0K | 0.1% | +1,878 | New | Holders |