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Compass Financial Advisors LLC

SEC CIK
0001913221
Latest filing
Nov 13, 2023

DIS holding history

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

DIS overviewAll 13F holders of DISFull Q3 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of DIS by Compass Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−2,249−100.0%Sold outHolders
Q3 20222,249$212.0K0.3%−163−6.8%ReducedHolders
Q2 20222,412$228.0K0.3%−1,314−35.3%ReducedHolders
Q1 20223,726$511.0K0.6%−1,055−22.1%ReducedHolders
Q4 20214,781$741.0K0.8%–No prior filingHolders