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Compass Advisory Group LLC

SEC CIK
0001720292
Latest filing
Aug 11, 2026

EQH holding history

Equitable Holdings, Inc. in every 13F filed by Compass Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EQH overviewAll 13F holders of EQHFull Q2 2026 holdings

Shares (Q2 2026)
6,060
Value
$265.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of EQH by Compass Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,060$265.9K0.1%−6,862−53.1%ReducedHolders
Q1 202612,922$479.5K0.1%+12,922NewHolders