Skip to main content

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

CHRW holding history

C. H. Robinson Worldwide, 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.

CHRW overviewAll 13F holders of CHRWFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of CHRW by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−4,201−100.0%Sold outHolders
Q3 20244,201$463.6K0.1%00.0%UnchangedHolders
Q2 20244,201$370.2K0.1%00.0%UnchangedHolders
Q1 20244,201$319.9K0.1%00.0%UnchangedHolders
Q4 20234,201$362.9K0.1%00.0%UnchangedHolders
Q3 20234,201$361.9K0.1%00.0%UnchangedHolders
Q2 20234,201$396.3K0.1%00.0%UnchangedHolders
Q1 20234,201$417.7K0.1%00.0%UnchangedHolders
Q4 20224,201$384.6K0.1%00.0%UnchangedHolders
Q3 20224,201$405.0K0.2%00.0%UnchangedHolders
Q2 20224,201$426.0K0.2%−34−0.8%ReducedHolders
Q1 20224,235$456.0K0.1%00.0%UnchangedHolders
Q4 20214,235$456.0K0.1%00.0%UnchangedHolders
Q3 20214,235$368.0K0.1%00.0%UnchangedHolders
Q2 20214,235$396.0K0.1%00.0%UnchangedHolders
Q1 20214,235$420.0K0.1%––Holders

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