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American Funds American Mutual 529-F-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds American Mutual 529-F-2 (FFMMX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds American Mutual 529-F-2

Tip: Access up to 7 years of quarterly data

All positions including American Funds American Mutual 529-F-2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds American Mutual 529-F-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $534k 11k 47.82
2023-06-30 $550k 11k 49.66
2023-03-31 $534k 11k 48.56
2022-12-31 $526k 11k 48.42
2022-09-30 $475k 11k 45.10
2022-06-30 $499k 10k 48.30
2022-03-31 $562k 11k 52.93
2021-12-31 $528k 9.9k 53.09
2021-09-30 $347k 7.0k 49.67
2021-06-30 $331k 6.6k 50.11
2021-03-31 $320k 6.4k 49.78

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Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
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iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors