Skip to main content

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

CHTR holding history

Charter Communications, Inc. 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.

CHTR overviewAll 13F holders of CHTRFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of CHTR by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−18−100.0%Sold outHolders
Q1 202518$6.63K<0.1%00.0%UnchangedHolders
Q4 202418$6.17K<0.1%−60−76.9%ReducedHolders
Q3 202478$25.3K<0.1%−2−2.5%ReducedHolders
Q2 202480$23.9K<0.1%+80NewHolders