Skip to main content

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

EPD holding history

Enterprise Products Partners L.P. 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.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of EPD by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,965−100.0%Sold outHolders
Q1 20253,965$135.4K<0.1%−185−4.5%ReducedHolders
Q4 20244,150$130.1K<0.1%00.0%UnchangedHolders
Q3 20244,150$120.8K<0.1%00.0%UnchangedHolders
Q2 20244,150$120.3K<0.1%00.0%UnchangedHolders
Q1 20244,150$121.1K<0.1%−100−2.4%ReducedHolders
Q4 20234,250$112.0K<0.1%+2,100+97.7%AddedHolders
Q3 20232,150$58.8K<0.1%00.0%UnchangedHolders
Q2 20232,150$56.7K<0.1%00.0%UnchangedHolders
Q1 20232,150$55.7K<0.1%00.0%UnchangedHolders
Q4 20222,150$51.9K<0.1%–No prior filingHolders