Compass Wealth Management LLC

SEC CIK: 0001965653
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

DELL holding history

Dell Technologies 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.

DELL overview All 13F holders of DELL Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of DELL by Compass Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−351−100.0%	Sold out	Holders
Q1 2023	351	$14.1K	<0.1%	−351−50.0%	Reduced	Holders
Q4 2022	702	$28.2K	<0.1%	–	No prior filing	Holders