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Capital Income Bldr Inc shs cl f-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Capital Income Bldr Inc shs cl f-2 (CAIFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Capital Income Bldr Inc shs cl f-2

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All positions including Capital Income Bldr Inc shs cl 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 Capital Income Bldr Inc shs cl f-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 18k 73.65
2024-06-30 $1.2M 18k 68.15
2024-03-31 $1.2M 17k 68.16
2023-09-30 $1.1M 18k 61.44
2023-06-30 $1.1M 18k 64.26
2023-03-31 $1.1M 18k 63.76
2022-12-31 $1.1M 18k 62.92
2022-09-30 $1.0M 18k 57.33
2022-06-30 $1.1M 18k 62.48
2022-03-31 $1.2M 18k 68.38
2021-12-31 $1.2M 18k 70.06
2021-09-30 $1.2M 18k 66.67
2021-06-30 $1.2M 18k 68.24
2021-03-31 $1.2M 18k 67.54

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

View all positions for Encompass Wealth Advisors

Top funds holding Capital Income Bldr Inc shs cl f-2

Encompass Wealth Advisors
Ferguson Wellman Capital Management
Richardson Financial Services
Tucker Asset Management

View all funds holding Capital Income Bldr Inc shs cl f-2