Donaldson Company shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Donaldson Company
Tip: Access up to 7 years of quarterly data
All positions including Donaldson Company held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Donaldson Company by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $258k | 3.5k | 73.70 |
| 2024-06-30 | $251k | 3.5k | 71.56 |
| 2024-03-31 | $261k | 3.5k | 74.68 |
| 2023-09-30 | $209k | 3.5k | 59.64 |
| 2023-06-30 | $219k | 3.5k | 62.51 |
| 2023-03-31 | $229k | 3.5k | 65.34 |
| 2022-12-31 | $206k | 3.5k | 58.87 |