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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

AVYA holding history

Avaya Holdings Corp. 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.

AVYA overviewAll 13F holders of AVYAFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of AVYA by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−19,085−100.0%Sold outHolders
Q1 202319,085$4<0.1%00.0%UnchangedHolders
Q4 202219,085$3.74K<0.1%00.0%UnchangedHolders
Q3 202219,085$30.0K<0.1%00.0%UnchangedHolders
Q2 202219,085$43.0K<0.1%00.0%UnchangedHolders
Q1 202219,085$242.0K0.1%00.0%UnchangedHolders
Q4 202119,085$378.0K0.1%−8,453−30.7%ReducedHolders
Q3 202127,538$544.0K0.1%00.0%UnchangedHolders
Q2 202127,538$740.0K0.2%00.0%UnchangedHolders
Q1 202127,538$795.0K0.2%––Holders

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