ENCOMPASS WEALTH ADVISORS, LLC
SEC Filing List
CIK: 0001849614
| Form | Description | Owner/Filer | Filing Agent | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 04/21/2026 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 01/22/2026 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 10/22/2025 | |||
| N-PX | Annual Report of Proxy Voting Record of ... | ENCOMPASS WEALTH ADVISORS, LLC /fa | 08/04/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | VESTIA PERSONAL WEALTH ADVISORS /fa | 07/16/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | RIDGECREST WEALTH PARTNERS, LLC /fa | 04/22/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | ENCOMPASS WEALTH ADVISORS, LLC /fa | 01/28/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | ENCOMPASS WEALTH ADVISORS, LLC /fa | 11/05/2024 | ||
| N-PX | Annual Report of Proxy Voting Record of ... | ENCOMPASS WEALTH ADVISORS, LLC /fa | 09/25/2024 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 08/08/2024 | |||
| No record found. | |||||
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