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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

ACN holding history

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

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of ACN by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−127−100.0%Sold outHolders
Q1 2025127$39.6K<0.1%00.0%UnchangedHolders
Q4 2024127$44.7K<0.1%00.0%UnchangedHolders
Q3 2024127$44.9K<0.1%00.0%UnchangedHolders
Q2 2024127$38.5K<0.1%−63−33.2%ReducedHolders
Q1 2024190$65.9K<0.1%−31−14.0%ReducedHolders
Q4 2023221$77.6K<0.1%−36−14.0%ReducedHolders
Q3 2023257$78.9K<0.1%+11+4.5%AddedHolders
Q2 2023246$75.9K<0.1%00.0%UnchangedHolders
Q1 2023246$70.3K<0.1%+31+14.4%AddedHolders
Q4 2022215$57.4K<0.1%–No prior filingHolders