Compass Wealth Management, LLCETFConcentrated trader

CIK: 0002076480 | Atlanta, GA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	76	$252.9M	2026-10-30	SEC ↗
Q2 2026	13F-HR	74	$250.9M	2026-07-21	SEC ↗
Q1 2026	13F-HR	72	$234.1M	2026-05-15	SEC ↗
Q4 2025	13F-HR	66	$242.8M	2026-02-17	SEC ↗
Q3 2025	13F-HR	62	$225.8M	2025-11-13	SEC ↗
Q2 2025	13F-HR	59	$186.8M	2025-08-14	SEC ↗