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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

CMPX holding history

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

CMPX overviewAll 13F holders of CMPXFull Q2 2026 holdings

Shares (Q2 2026)
36,480
Value
$79.9K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of CMPX by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,480$79.9K<0.1%+8,130+28.7%AddedHolders
Q1 202628,350$150.0K<0.1%−5,519−16.3%ReducedHolders
Q4 202533,869$181.9K<0.1%−3,165−8.5%ReducedHolders
Q3 202537,034$129.6K<0.1%−47,602−56.2%ReducedHolders
Q2 202584,636$220.1K<0.1%+38,093+81.8%AddedHolders
Q1 202546,543$88.4K<0.1%+46,543NewHolders
Q2 20240$00.0%−40,243−100.0%Sold outHolders
Q1 202440,243$79.7K<0.1%+40,243NewHolders