Skip to main content
Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
1,035
Value
$355.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,035$355.3K0.1%−35−3.3%ReducedHolders
Q1 20261,070$323.5K0.1%−30−2.7%ReducedHolders
Q4 20251,100$385.9K0.1%−13−1.2%ReducedHolders
Q3 20251,113$380.1K0.1%−3−0.3%ReducedHolders
Q2 20251,116$396.3K0.1%+6+0.5%AddedHolders
Q1 20251,110$389.0K0.2%−19−1.7%ReducedHolders
Q4 20241,129$356.8K0.1%−2,496−68.9%ReducedHolders
Q3 20243,625$996.6K0.2%00.0%UnchangedHolders
Q2 20243,625$951.4K0.3%+53+1.5%AddedHolders
Q1 20243,572$997.0K0.3%+44+1.2%AddedHolders
Q4 20233,528$918.6K0.3%+19+0.5%AddedHolders
Q3 20233,509$807.1K0.3%−13−0.4%ReducedHolders
Q2 20233,522$836.4K0.3%−612−14.8%ReducedHolders
Q1 20234,134$932.0K0.3%−150−3.5%ReducedHolders
Q4 20224,284$890.0K0.3%+446+11.6%AddedHolders
Q3 20223,838$682.0K0.3%+483+14.4%AddedHolders
Q2 20223,355$661.0K0.2%−297−8.1%ReducedHolders
Q1 20223,652$810.0K0.2%+1,549+73.7%AddedHolders
Q4 20212,103$456.0K0.1%00.0%UnchangedHolders
Q3 20212,103$468.0K0.1%+60+2.9%AddedHolders
Q2 20212,043$477.0K0.1%+10+0.5%AddedHolders
Q1 20212,033$471.0K0.1%––Holders

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