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
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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 |
|---|---|---|---|
| 2024-09-30 | $445k | 7.3k | 60.79 |
| 2024-06-30 | $497k | 8.7k | 57.13 |
| 2024-03-31 | $479k | 8.6k | 55.45 |
| 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 |