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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

BF.B holding history

Brown Forman Corp 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.

BF.B overviewAll 13F holders of BF.BFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of BF.B by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−170−100.0%Sold outHolders
Q3 2023170$9.81K<0.1%−50−22.7%ReducedHolders
Q2 2023220$14.7K<0.1%00.0%UnchangedHolders
Q1 2023220$14.1K<0.1%00.0%UnchangedHolders
Q4 2022220$14.4K<0.1%–No prior filingHolders