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Polen Growth Fund shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors investment in Polen Growth Fund

Tip: Access up to 7 years of quarterly data

All positions including Polen Growth Fund 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 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $568k 16k 35.73
2023-06-30 $707k 19k 37.06
2023-03-31 $643k 19k 33.57
2022-12-31 $575k 20k 29.45
2022-09-30 $592k 18k 32.84
2022-06-30 $674k 19k 34.74
2022-03-31 $856k 19k 45.80
2021-12-31 $993k 19k 53.00
2021-09-30 $925k 18k 52.55
2021-06-30 $915k 18k 51.32
2021-03-31 $939k 20k 48.01

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
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)
Airbnb Common Stock (ABNB)
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