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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

HLN holding history

Haleon plc 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.

HLN overviewAll 13F holders of HLNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2023
Holdings of HLN by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−455−100.0%Sold outHolders
Q1 2025455$4.68K<0.1%00.0%UnchangedHolders
Q4 2024455$4.34K<0.1%00.0%UnchangedHolders
Q3 2024455$4.81K<0.1%00.0%UnchangedHolders
Q2 2024455$3.76K<0.1%00.0%UnchangedHolders
Q1 2024455$3.86K<0.1%00.0%UnchangedHolders
Q4 2023455$3.75K<0.1%00.0%UnchangedHolders
Q3 2023455$3.79K<0.1%+455NewHolders