Filer · Institutional
Compass Wealth Management,LLC/GA
CIK 0002076480TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 5
Q2 202613F-HR
0001172661-26-002724 · filed 2026-07-21
74
positions
Q1 202613F-HR
0001172661-26-002021 · filed 2026-05-15
72
positions
Q4 202513F-HR
0001172661-26-000972 · filed 2026-02-17
66
positions
Q3 202513F-HR
0001172661-25-004768 · filed 2025-11-13
62
positions
Q2 202513F-HR
0001172661-25-003425 · filed 2025-08-14
59
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.