Skip to main content

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

VZ holding history

Verizon Communications 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.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
10,454
Value
$442.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of VZ by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,454$442.6K0.1%+18+0.2%AddedHolders
Q1 202610,436$523.9K0.2%+283+2.8%AddedHolders
Q4 202510,153$413.5K0.1%−2,600−20.4%ReducedHolders
Q3 202512,753$560.5K0.2%−11−0.1%ReducedHolders
Q2 202512,764$552.3K0.2%+123+1.0%AddedHolders
Q1 202512,641$573.4K0.2%+51+0.4%AddedHolders
Q4 202412,590$503.5K0.2%+85+0.7%AddedHolders
Q3 202412,505$561.6K0.1%+250+2.0%AddedHolders
Q2 202412,255$505.4K0.1%+2,289+23.0%AddedHolders
Q1 20249,966$418.2K0.1%−2,149−17.7%ReducedHolders
Q4 202312,115$456.8K0.1%−25−0.2%ReducedHolders
Q3 202312,140$393.5K0.1%−655−5.1%ReducedHolders
Q2 202312,795$475.9K0.2%−93−0.7%ReducedHolders
Q1 202312,888$501.2K0.2%+564+4.6%AddedHolders
Q4 202212,324$485.5K0.2%+44+0.4%AddedHolders
Q3 202212,280$466.0K0.2%−449−3.5%ReducedHolders
Q2 202212,729$646.0K0.2%−423−3.2%ReducedHolders
Q1 202213,152$670.0K0.2%−10.0%ReducedHolders
Q4 202113,153$683.0K0.2%+582+4.6%AddedHolders
Q3 202112,571$678.0K0.2%00.0%UnchangedHolders
Q2 202112,571$704.0K0.2%−2,000−13.7%ReducedHolders
Q1 202114,571$853.0K0.2%––Holders

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