Filer · Institutional
Compass Wealth ManagementLLC
CIK 0001965653TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001965653-26-000002 · filed 2026-04-21
75
positions
Q4 202513F-HR
0001965653-26-000001 · filed 2026-02-11
76
positions
Q3 202513F-HR
0001965653-25-000008 · filed 2025-10-31
148
positions
Q3 202513F-HR
0001965653-25-000009 · filed 2025-11-07
0
positions
Q2 202513F-HR
0001965653-25-000006 · filed 2025-08-08
152
positions
Q1 202513F-HR
0001965653-25-000004 · filed 2025-04-29
434
positions
Q4 202413F-HR
0001965653-25-000001 · filed 2025-01-21
395
positions
Q3 202413F-HR
0001965653-24-000007 · filed 2024-10-16
396
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.