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Compass Ion Advisors, LLC

SEC CIK
0001621100
Latest filing
Aug 12, 2026

CB holding history

Chubb Ltd in every 13F filed by Compass Ion Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
1,046
Value
$356.3K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CB by Compass Ion Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,046$356.3K<0.1%+75+7.7%AddedHolders
Q1 2026971$316.6K<0.1%+14+1.5%AddedHolders
Q4 2025957$298.7K<0.1%+227+31.1%AddedHolders
Q3 2025730$205.9K<0.1%+20+2.8%AddedHolders
Q2 2025710$205.7K<0.1%+3+0.4%AddedHolders
Q1 2025707$213.4K<0.1%+707NewHolders