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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

ILMN holding history

Illumina, 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.

ILMN overviewAll 13F holders of ILMNFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of ILMN by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,143−100.0%Sold outHolders
Q3 20232,143$294.2K0.1%00.0%UnchangedHolders
Q2 20232,143$401.8K0.1%00.0%UnchangedHolders
Q1 20232,143$498.7K0.2%00.0%UnchangedHolders
Q4 20222,143$433.3K0.2%+129+6.4%AddedHolders
Q3 20222,014$384.0K0.1%+633+45.8%AddedHolders
Q2 20221,381$255.0K0.1%−32−2.3%ReducedHolders
Q1 20221,413$494.0K0.1%+500+54.8%AddedHolders
Q4 2021913$347.0K0.1%+350+62.2%AddedHolders
Q3 2021563$228.0K0.1%00.0%UnchangedHolders
Q2 2021563$266.0K0.1%+563NewHolders