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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001849614-24-000001
Filing Date
2024-02-13
Accepted
2024-02-13 14:56:52
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1990
2 encompass_13f_q42023.html INFORMATION TABLE  
2 encompass_13f_q42023.xml INFORMATION TABLE 149709
  Complete submission text file 0001849614-24-000001.txt   152950
Mailing Address 15350 SW SEQUOIA PARKWAY SUITE 250 PORTLAND OR 97224
Business Address 15350 SW SEQUOIA PARKWAY SUITE 250 PORTLAND OR 97224 9713713450
ENCOMPASS WEALTH ADVISORS, LLC (Filer) CIK: 0001849614 (see all company filings)

IRS No.: 471340605 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21106 | Film No.: 24624971