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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

EGP holding history

Eastgroup Properties 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.

EGP overviewAll 13F holders of EGPFull Q2 2026 holdings

Shares (Q2 2026)
7,436
Value
$1.51M
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of EGP by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,436$1.51M0.3%+7,436NewHolders