Encompass Wealth Advisors, LLC

SEC CIK: 0001849614
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

INTC holding history

Intel 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.

INTC overview All 13F holders of INTC Full Q2 2026 holdings

Shares (Q2 2026): 10,097
Value: $1.41M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of INTC by Encompass Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,097	$1.41M	0.4%	−651−6.1%	Reduced	Holders
Q1 2026	10,748	$474.3K	0.2%	−1,082−9.1%	Reduced	Holders
Q4 2025	11,830	$436.5K	0.1%	−200−1.7%	Reduced	Holders
Q3 2025	12,030	$403.6K	0.1%	+17+0.1%	Added	Holders
Q2 2025	12,013	$269.1K	0.1%	+300+2.6%	Added	Holders
Q1 2025	11,713	$266.0K	0.1%	−300−2.5%	Reduced	Holders
Q4 2024	12,013	$240.9K	0.1%	−6,880−36.4%	Reduced	Holders
Q3 2024	18,893	$443.2K	0.1%	+3,114+19.7%	Added	Holders
Q2 2024	15,779	$488.7K	0.1%	−744−4.5%	Reduced	Holders
Q1 2024	16,523	$729.8K	0.2%	−596−3.5%	Reduced	Holders
Q4 2023	17,119	$860.3K	0.3%	+1,004+6.2%	Added	Holders
Q3 2023	16,115	$572.9K	0.2%	−536−3.2%	Reduced	Holders
Q2 2023	16,651	$556.8K	0.2%	+60.0%	Added	Holders
Q1 2023	16,645	$543.7K	0.2%	−1,281−7.1%	Reduced	Holders
Q4 2022	17,926	$473.8K	0.2%	−134−0.7%	Reduced	Holders
Q3 2022	18,060	$465.0K	0.2%	−2,741−13.2%	Reduced	Holders
Q2 2022	20,801	$778.0K	0.3%	−471−2.2%	Reduced	Holders
Q1 2022	21,272	$1.05M	0.3%	+408+2.0%	Added	Holders
Q4 2021	20,864	$1.07M	0.3%	+241+1.2%	Added	Holders
Q3 2021	20,623	$1.10M	0.3%	+1,636+8.6%	Added	Holders
Q2 2021	18,987	$1.06M	0.3%	−1,071−5.3%	Reduced	Holders
Q1 2021	20,058	$1.14M	0.3%	–	–	Holders

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