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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

TNL holding history

Travel & Leisure Co. 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.

TNL overviewAll 13F holders of TNLFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of TNL by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−5,845−100.0%Sold outHolders
Q2 20225,845$227.0K0.1%00.0%UnchangedHolders
Q1 20225,845$339.0K0.1%00.0%UnchangedHolders
Q4 20215,845$323.0K0.1%00.0%UnchangedHolders
Q3 20215,845$318.0K0.1%00.0%UnchangedHolders
Q2 20215,845$347.0K0.1%+845+16.9%AddedHolders
Q1 20215,000$317.0K0.1%––Holders

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