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Livermore
Livermore
ZHEN

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

KMB holding history

Kimberly Clark 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.

KMB overviewAll 13F holders of KMBFull Q2 2026 holdings

Shares (Q2 2026)
7,054
Value
$774.3K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of KMB by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,054$774.3K0.1%+7,054NewHolders
Q4 20250$00.0%−3,604−100.0%Sold outHolders
Q3 20253,604$448.1K0.1%−88−2.4%ReducedHolders
Q2 20253,692$476.0K0.1%00.0%UnchangedHolders
Q1 20253,692$525.1K0.1%−50−1.3%ReducedHolders
Q4 20243,742$490.4K0.1%00.0%UnchangedHolders
Q3 20243,742$532.4K0.1%−35−0.9%ReducedHolders
Q2 20243,777$522.0K0.1%−10−0.3%ReducedHolders
Q1 20243,787$489.8K0.1%−237−5.9%ReducedHolders
Q4 20234,024$489.0K0.1%−350−8.0%ReducedHolders
Q3 20234,374$528.6K0.2%00.0%UnchangedHolders
Q2 20234,374$603.9K0.2%00.0%UnchangedHolders
Q1 20234,374$587.1K0.2%−5−0.1%ReducedHolders
Q4 20224,379$594.4K0.2%–No prior filingHolders