Position in IREN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$313,707
+$67,200 QoQ
Shares Held
6,860
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#427
of 674 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $576,888 across 2 Capital Markets names. IREN ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
This page
|
6,860 | $313,707 | |
| 2 | MS |
Morgan Stanley
|
1,259 | $263,181 |
All Filings in IREN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,707 | 6,860 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $246,507 | 7,191 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $299,931 | 7,941 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||