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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

FHN holding history

First Horizon 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.

FHN overviewAll 13F holders of FHNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2022
Holdings of FHN by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,500−100.0%Sold outHolders
Q1 20251,500$29.1K<0.1%00.0%UnchangedHolders
Q4 20241,500$30.2K<0.1%00.0%UnchangedHolders
Q3 20241,500$23.3K<0.1%00.0%UnchangedHolders
Q2 20241,500$23.7K<0.1%00.0%UnchangedHolders
Q1 20241,500$23.1K<0.1%00.0%UnchangedHolders
Q4 20231,500$21.2K<0.1%00.0%UnchangedHolders
Q3 20231,500$16.5K<0.1%00.0%UnchangedHolders
Q2 20231,500$16.9K<0.1%+1,500NewHolders
Q1 20230$00.0%−2,000−100.0%Sold outHolders
Q4 20222,000$49.0K<0.1%–No prior filingHolders