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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

CPRT holding history

Copart 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.

CPRT overviewAll 13F holders of CPRTFull 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 CPRT by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−20,000−100.0%Sold outHolders
Q3 202420,000$1.05M0.3%00.0%UnchangedHolders
Q2 202420,000$1.08M0.3%00.0%UnchangedHolders
Q1 202420,000$1.16M0.3%00.0%UnchangedHolders
Q4 202320,000$980.0K0.3%00.0%UnchangedHolders
Q3 202320,000$862.0K0.3%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 202310,000$912.1K0.3%00.0%UnchangedHolders
Q1 202310,000$752.0K0.3%00.0%UnchangedHolders
Q4 202210,000$608.9K0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q3 20225,000$532.0K0.2%+1,000+25.0%AddedHolders
Q2 20224,000$435.0K0.2%00.0%UnchangedHolders
Q1 20224,000$502.0K0.1%+1,500+60.0%AddedHolders
Q4 20212,500$379.0K0.1%00.0%UnchangedHolders
Q3 20212,500$346.0K0.1%00.0%UnchangedHolders
Q2 20212,500$329.0K0.1%00.0%UnchangedHolders
Q1 20212,500$308.0K0.1%––Holders

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