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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

IBM holding history

International Business Machines 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.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,305
Value
$366.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,305$366.9K0.1%+66+5.3%AddedHolders
Q1 20261,239$300.3K0.1%+40+3.3%AddedHolders
Q4 20251,199$355.0K0.1%+2+0.2%AddedHolders
Q3 20251,197$337.7K0.1%00.0%UnchangedHolders
Q2 20251,197$352.7K0.1%+7+0.6%AddedHolders
Q1 20251,190$296.0K0.1%−220−15.6%ReducedHolders
Q4 20241,410$310.0K0.1%−1,898−57.4%ReducedHolders
Q3 20243,308$731.4K0.2%+162+5.1%AddedHolders
Q2 20243,146$544.1K0.1%−175−5.3%ReducedHolders
Q1 20243,321$634.2K0.2%+2+0.1%AddedHolders
Q4 20233,319$542.9K0.2%+4+0.1%AddedHolders
Q3 20233,315$465.1K0.2%+186+5.9%AddedHolders
Q2 20233,129$418.7K0.1%−28−0.9%ReducedHolders
Q1 20233,157$413.8K0.1%+6+0.2%AddedHolders
Q4 20223,151$443.9K0.2%+6+0.2%AddedHolders
Q3 20223,145$374.0K0.1%+1,043+49.6%AddedHolders
Q2 20222,102$297.0K0.1%+6+0.3%AddedHolders
Q1 20222,096$273.0K0.1%−995−32.2%ReducedHolders
Q4 20213,091$413.0K0.1%+991+47.2%AddedHolders
Q3 20212,100$291.0K0.1%+213+11.3%AddedHolders
Q2 20211,887$276.0K0.1%+3+0.2%AddedHolders
Q1 20211,884$274.0K0.1%––Holders

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