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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

MHD holding history

BlackRock Muniholdings Fund, 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.

MHD overviewAll 13F holders of MHDFull Q2 2026 holdings

Shares (Q2 2026)
19,900
Value
$236.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MHD by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,900$236.8K0.1%00.0%UnchangedHolders
Q1 202619,900$224.5K0.1%00.0%UnchangedHolders
Q4 202519,900$233.6K0.1%−9,294−31.8%ReducedHolders
Q3 202529,194$343.0K0.1%00.0%UnchangedHolders
Q2 202529,194$327.0K0.1%+2,300+8.6%AddedHolders
Q1 202526,894$315.7K0.1%00.0%UnchangedHolders
Q4 202426,894$313.9K0.1%+2,200+8.9%AddedHolders
Q3 202424,694$312.4K0.1%00.0%UnchangedHolders
Q2 202424,694$298.6K0.1%00.0%UnchangedHolders
Q1 202424,694$298.3K0.1%00.0%UnchangedHolders
Q4 202324,694$294.1K0.1%−5,500−18.2%ReducedHolders
Q3 202330,194$311.3K0.1%00.0%UnchangedHolders
Q2 202330,194$351.2K0.1%00.0%UnchangedHolders
Q1 202330,194$363.8K0.1%00.0%UnchangedHolders
Q4 202230,194$366.6K0.1%−10,500−25.8%ReducedHolders
Q3 202240,694$458.0K0.2%+13,300+48.6%AddedHolders
Q2 202227,394$348.0K0.1%+994+3.8%AddedHolders
Q1 202226,400$376.0K0.1%00.0%UnchangedHolders
Q4 202126,400$442.0K0.1%00.0%UnchangedHolders
Q3 202126,400$432.0K0.1%00.0%UnchangedHolders
Q2 202126,400$442.0K0.1%00.0%UnchangedHolders
Q1 202126,400$432.0K0.1%––Holders

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