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Polen Growth Fund - Ins shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Polen Growth Fund - Ins (POLIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Polen Growth Fund - Ins

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All positions including Polen Growth Fund - Ins held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Polen Growth Fund - Ins by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $860k 23k 37.02
2023-06-30 $893k 23k 38.38
2023-03-31 $808k 23k 34.74
2022-12-31 $708k 23k 30.46
2022-09-30 $754k 22k 33.80
2022-06-30 $858k 24k 35.77
2022-03-31 $1.1M 24k 47.11
2021-12-31 $1.3M 24k 54.52
2021-09-30 $1.3M 24k 53.98
2021-06-30 $1.3M 25k 52.64
2021-03-31 $1.2M 25k 49.35

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Microsoft Corp Common Stock (MSFT)
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Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
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View all positions for Encompass Wealth Advisors