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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

COHR holding history

Coherent 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.

COHR overviewAll 13F holders of COHRFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2022
Holdings of COHR by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−740−100.0%Sold outHolders
Q4 2024740$70.1K<0.1%−40−5.1%ReducedHolders
Q3 2024780$69.3K<0.1%−400−33.9%ReducedHolders
Q2 20241,180$85.5K<0.1%00.0%UnchangedHolders
Q1 20241,180$71.5K<0.1%−1,470−55.5%ReducedHolders
Q4 20232,650$115.4K<0.1%+2,500+1,666.7%AddedHolders
Q3 2023150$4.90K<0.1%00.0%UnchangedHolders
Q2 2023150$7.65K<0.1%00.0%UnchangedHolders
Q1 2023150$5.71K<0.1%00.0%UnchangedHolders
Q4 2022150$5.26K<0.1%–No prior filingHolders