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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

DHR holding history

Danaher 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.

DHR overviewAll 13F holders of DHRFull Q2 2026 holdings

Shares (Q2 2026)
48,706
Value
$9.28M
% of portfolio
1.8%
Quarters held
15
Since Q4 2022
Holdings of DHR by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,706$9.28M1.8%−572−1.2%ReducedHolders
Q1 202649,278$9.34M2.3%−142−0.3%ReducedHolders
Q4 202549,420$11.3M2.8%+283+0.6%AddedHolders
Q3 202549,137$9.74M2.2%+1,531+3.2%AddedHolders
Q2 202547,606$9.40M2.2%+7,842+19.7%AddedHolders
Q1 202539,764$8.15M2.1%+5,891+17.4%AddedHolders
Q4 202433,873$7.78M1.9%+7,900+30.4%AddedHolders
Q3 202425,973$7.22M1.7%+1,585+6.5%AddedHolders
Q2 202424,388$6.09M1.5%+100+0.4%AddedHolders
Q1 202424,288$6.07M1.5%−60.0%ReducedHolders
Q4 202324,294$5.62M1.6%+2,383+10.9%AddedHolders
Q3 202321,911$5.44M1.7%+1,719+8.5%AddedHolders
Q2 202320,192$4.85M1.5%+2,935+17.0%AddedHolders
Q1 202317,257$4.35M1.4%+1,020+6.3%AddedHolders
Q4 202216,237$4.31M1.4%–No prior filingHolders