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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

GBDC holding history

Golub Capital BDC, 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.

GBDC overviewAll 13F holders of GBDCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of GBDC by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−200−100.0%Sold outHolders
Q1 2025200$3.03K<0.1%00.0%UnchangedHolders
Q4 2024200$3.03K<0.1%+200NewHolders