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Investment Co Amer Cl mutual shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Investment Co Amer Cl mutual (ICAFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Investment Co Amer Cl mutual

Tip: Access up to 7 years of quarterly data

All positions including Investment Co Amer Cl mutual held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Co Amer Cl mutual by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $420k 9.1k 46.13
2023-06-30 $443k 9.3k 47.40
2023-03-31 $415k 9.5k 43.68
2022-12-31 $396k 9.6k 41.23
2022-09-30 $357k 9.3k 38.36
2022-06-30 $333k 8.1k 40.86
2022-03-31 $476k 9.7k 49.21
2021-12-31 $501k 9.7k 51.72
2021-09-30 $466k 9.3k 50.02
2021-06-30 $463k 9.3k 49.82
2021-03-31 $452k 9.2k 49.07