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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

DHR holding history

Danaher 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.

DHR overviewAll 13F holders of DHRFull 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 DHR by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,250−100.0%Sold outHolders
Q3 20243,250$903.6K0.2%00.0%UnchangedHolders
Q2 20243,250$812.0K0.2%00.0%UnchangedHolders
Q1 20243,250$811.6K0.2%00.0%UnchangedHolders
Q4 20233,250$751.9K0.2%00.0%UnchangedHolders
Q3 20233,250$806.3K0.3%+958+41.8%AddedHolders
Q2 20232,292$550.1K0.2%00.0%UnchangedHolders
Q1 20232,292$577.7K0.2%00.0%UnchangedHolders
Q4 20222,292$608.3K0.2%00.0%UnchangedHolders
Q3 20222,292$592.0K0.2%00.0%UnchangedHolders
Q2 20222,292$581.0K0.2%00.0%UnchangedHolders
Q1 20222,292$672.0K0.2%+42+1.9%AddedHolders
Q4 20212,250$740.0K0.2%00.0%UnchangedHolders
Q3 20212,250$684.0K0.2%00.0%UnchangedHolders
Q2 20212,250$603.0K0.1%00.0%UnchangedHolders
Q1 20212,250$576.0K0.1%––Holders

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