Encompass Wealth Advisors, LLC
- SEC CIK
- 0001849614
- Latest filing
- Jul 21, 2026
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −4,069−100.0% | Sold out | Holders |
| Q3 2024 | 4,069 | $229.9K | 0.1% | +9+0.2% | Added | Holders |
| Q2 2024 | 4,060 | $241.1K | 0.1% | +7+0.2% | Added | Holders |
| Q1 2024 | 4,053 | $234.9K | 0.1% | −924−18.6% | Reduced | Holders |
| Q4 2023 | 4,977 | $245.0K | 0.1% | +4,977 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,957−100.0% | Sold out | Holders |
| Q2 2023 | 4,957 | $211.6K | 0.1% | +4,957 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −5,915−100.0% | Sold out | Holders |
| Q4 2022 | 5,915 | $244.2K | 0.1% | +8+0.1% | Added | Holders |
| Q3 2022 | 5,907 | $238.0K | 0.1% | +5,907 | New | Holders |