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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,615
Value
$349.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BA by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,615$349.7K0.1%00.0%UnchangedHolders
Q1 20261,615$321.5K0.1%−2,000−55.3%ReducedHolders
Q4 20253,615$785.0K0.3%−1,430−28.3%ReducedHolders
Q3 20255,045$1.09M0.4%+47+0.9%AddedHolders
Q2 20254,998$1.05M0.4%+3+0.1%AddedHolders
Q1 20254,995$852.0K0.3%+527+11.8%AddedHolders
Q4 20244,468$790.9K0.3%−3,878−46.5%ReducedHolders
Q3 20248,346$1.27M0.3%−140−1.6%ReducedHolders
Q2 20248,486$1.54M0.4%−205−2.4%ReducedHolders
Q1 20248,691$1.68M0.4%+434+5.3%AddedHolders
Q4 20238,257$2.15M0.6%+1,054+14.6%AddedHolders
Q3 20237,203$1.38M0.5%+478+7.1%AddedHolders
Q2 20236,725$1.42M0.5%−57−0.8%ReducedHolders
Q1 20236,782$1.44M0.5%−225−3.2%ReducedHolders
Q4 20227,007$1.33M0.5%00.0%UnchangedHolders
Q3 20227,007$848.0K0.3%−400−5.4%ReducedHolders
Q2 20227,407$1.01M0.4%+50+0.7%AddedHolders
Q1 20227,357$1.41M0.4%00.0%UnchangedHolders
Q4 20217,357$1.48M0.4%−25−0.3%ReducedHolders
Q3 20217,382$1.62M0.4%−975−11.7%ReducedHolders
Q2 20218,357$2.00M0.5%+860+11.5%AddedHolders
Q1 20217,497$1.78M0.5%––Holders

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