Encompass Wealth Advisors, LLC

SEC CIK: 0001849614
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

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

Shares (Q2 2026): 17,337
Value: $358.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Encompass Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,337	$358.9K	0.1%	−15−0.1%	Reduced	Holders
Q1 2026	17,352	$503.0K	0.2%	+380+2.2%	Added	Holders
Q4 2025	16,972	$421.6K	0.1%	−752−4.2%	Reduced	Holders
Q3 2025	17,724	$500.5K	0.2%	+232+1.3%	Added	Holders
Q2 2025	17,492	$506.2K	0.2%	−36−0.2%	Reduced	Holders
Q1 2025	17,528	$495.7K	0.2%	−173−1.0%	Reduced	Holders
Q4 2024	17,701	$403.1K	0.2%	−1,966−10.0%	Reduced	Holders
Q3 2024	19,667	$432.7K	0.1%	+253+1.3%	Added	Holders
Q2 2024	19,414	$371.0K	0.1%	−740−3.7%	Reduced	Holders
Q1 2024	20,154	$354.7K	0.1%	−163−0.8%	Reduced	Holders
Q4 2023	20,317	$340.9K	0.1%	−13,391−39.7%	Reduced	Holders
Q3 2023	33,708	$506.3K	0.2%	+19,815+142.6%	Added	Holders
Q2 2023	13,893	$221.6K	0.1%	−628−4.3%	Reduced	Holders
Q1 2023	14,521	$279.5K	0.1%	−151−1.0%	Reduced	Holders
Q4 2022	14,672	$270.1K	0.1%	−300−2.0%	Reduced	Holders
Q3 2022	14,972	$230.0K	0.1%	+651+4.5%	Added	Holders
Q2 2022	14,321	$300.0K	0.1%	+582+4.2%	Added	Holders
Q1 2022	13,739	$325.0K	0.1%	−1,953−12.4%	Reduced	Holders
Q4 2021	15,692	$386.0K	0.1%	−304−1.9%	Reduced	Holders
Q3 2021	15,996	$432.0K	0.1%	+3,012+23.2%	Added	Holders
Q2 2021	12,984	$373.0K	0.1%	−50−0.4%	Reduced	Holders
Q1 2021	13,034	$417.0K	0.1%	–	–	Holders

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