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Livermore
Livermore
ZHEN

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

CL holding history

Colgate Palmolive Co 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.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
3,586
Value
$328.8K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of CL by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,586$328.8K0.1%+3,586NewHolders
Q4 20250$00.0%−3,221−100.0%Sold outHolders
Q3 20253,221$257.5K0.1%00.0%UnchangedHolders
Q2 20253,221$292.8K0.1%+8+0.2%AddedHolders
Q1 20253,213$301.1K0.1%00.0%UnchangedHolders
Q4 20243,213$292.1K0.1%00.0%UnchangedHolders
Q3 20243,213$333.5K0.1%00.0%UnchangedHolders
Q2 20243,213$311.8K0.1%00.0%UnchangedHolders
Q1 20243,213$289.3K0.1%00.0%UnchangedHolders
Q4 20233,213$256.1K0.1%00.0%UnchangedHolders
Q3 20233,213$228.5K0.1%00.0%UnchangedHolders
Q2 20233,213$247.5K0.1%00.0%UnchangedHolders
Q1 20233,213$241.5K0.1%00.0%UnchangedHolders
Q4 20223,213$253.2K0.1%–No prior filingHolders