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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

SBUX holding history

Starbucks 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.

SBUX overviewAll 13F holders of SBUXFull Q2 2026 holdings

Shares (Q2 2026)
2,013
Value
$205.7K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of SBUX by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,013$205.7K0.1%+2,013NewHolders
Q4 20250$00.0%−3,243−100.0%Sold outHolders
Q3 20253,243$274.4K0.1%−164−4.8%ReducedHolders
Q2 20253,407$312.2K0.1%+508+17.5%AddedHolders
Q1 20252,899$284.4K0.1%−110−3.7%ReducedHolders
Q4 20243,009$274.6K0.1%−3,612−54.6%ReducedHolders
Q3 20246,621$645.5K0.2%00.0%UnchangedHolders
Q2 20246,621$515.5K0.1%+57+0.9%AddedHolders
Q1 20246,564$599.8K0.2%−2,400−26.8%ReducedHolders
Q4 20238,964$860.7K0.3%00.0%UnchangedHolders
Q3 20238,964$818.2K0.3%+900+11.2%AddedHolders
Q2 20238,064$798.9K0.3%00.0%UnchangedHolders
Q1 20238,064$839.8K0.3%+200+2.5%AddedHolders
Q4 20227,864$780.2K0.3%−200−2.5%ReducedHolders
Q3 20228,064$680.0K0.3%00.0%UnchangedHolders
Q2 20228,064$616.0K0.2%00.0%UnchangedHolders
Q1 20228,064$734.0K0.2%−281−3.4%ReducedHolders
Q4 20218,345$976.0K0.2%−38−0.5%ReducedHolders
Q3 20218,383$924.0K0.2%−2,054−19.7%ReducedHolders
Q2 202110,437$1.17M0.3%00.0%UnchangedHolders
Q1 202110,437$1.19M0.3%––Holders

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