Compass Wealth Management LLC
- SEC CIK
- 0001965653
- Latest filing
- Aug 7, 2026
JEF holding history
Jefferies Financial Group 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.
JEF overviewAll 13F holders of JEFFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −2,700−100.0% | Sold out | Holders |
| Q4 2024 | 2,700 | $211.7K | 0.1% | −300−10.0% | Reduced | Holders |
| Q3 2024 | 3,000 | $184.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,000 | $149.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 3,000 | $132.3K | <0.1% | −125−4.0% | Reduced | Holders |
| Q4 2023 | 3,125 | $126.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 3,125 | $114.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,125 | $103.7K | <0.1% | +100+3.3% | Added | Holders |
| Q1 2023 | 3,025 | $96.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,025 | $103.7K | <0.1% | – | No prior filing | Holders |