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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

AMGN holding history

Amgen 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.

AMGN overviewAll 13F holders of AMGNFull Q2 2026 holdings

Shares (Q2 2026)
2,937
Value
$1.06M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AMGN by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,937$1.06M0.3%00.0%UnchangedHolders
Q1 20262,937$1.03M0.4%−60−2.0%ReducedHolders
Q4 20252,997$980.9K0.3%−3,010−50.1%ReducedHolders
Q3 20256,007$1.70M0.6%00.0%UnchangedHolders
Q2 20256,007$1.68M0.6%+20.0%AddedHolders
Q1 20256,005$1.87M0.8%−15−0.2%ReducedHolders
Q4 20246,020$1.57M0.6%−1,596−21.0%ReducedHolders
Q3 20247,616$2.45M0.6%−4−0.1%ReducedHolders
Q2 20247,620$2.38M0.6%+2,502+48.9%AddedHolders
Q1 20245,118$1.46M0.4%−918−15.2%ReducedHolders
Q4 20236,036$1.74M0.5%−9−0.1%ReducedHolders
Q3 20236,045$1.62M0.5%−418−6.5%ReducedHolders
Q2 20236,463$1.44M0.5%−10−0.2%ReducedHolders
Q1 20236,473$1.56M0.5%+165+2.6%AddedHolders
Q4 20226,308$1.66M0.6%−50−0.8%ReducedHolders
Q3 20226,358$1.43M0.5%−156−2.4%ReducedHolders
Q2 20226,514$1.58M0.6%−44−0.7%ReducedHolders
Q1 20226,558$1.59M0.4%00.0%UnchangedHolders
Q4 20216,558$1.48M0.4%+30.0%AddedHolders
Q3 20216,555$1.39M0.4%−3,993−37.9%ReducedHolders
Q2 202110,548$2.57M0.6%00.0%UnchangedHolders
Q1 202110,548$2.61M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.