Encompass More Asset Management TEND β€” ISHARES TR

Ownership history in Encompass More Asset Management  Β·  1 quarter on record

AI Ownership Summary

Encompass More Asset Management reported ISHARES TR (TEND) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows TEND at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TEND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TEND was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Encompass More Asset Management held TEND β€” position size vs. price
% of Fund (quarterly)    TEND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 16,980 β€” β€” 0.07% $420K 2026-04-28 $26.28

FAQ About Encompass More Asset Management and TEND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Encompass More Asset Management reported owning TEND?

Encompass More Asset Management reported TEND across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TEND position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for TEND was 0.07% in 2026 Q1.

What is the latest reported TEND position on this page?

The most recent filing on this page is 2026 Q1, when Encompass More Asset Management reported 16,980 shares, equal to 0.07% of portfolio, with an estimated market value of $420K.

What does the chart on this TEND ownership page compare?

The chart compares Encompass More Asset Management's quarterly TEND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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