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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2023
Holdings of META by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−273−100.0%Sold outHolders
Q3 2025273$200.5K<0.1%00.0%UnchangedHolders
Q2 2025273$201.5K<0.1%+3+1.1%AddedHolders
Q1 2025270$155.6K<0.1%+20+8.0%AddedHolders
Q4 2024250$146.4K<0.1%00.0%UnchangedHolders
Q3 2024250$143.1K<0.1%00.0%UnchangedHolders
Q2 2024250$126.1K<0.1%00.0%UnchangedHolders
Q1 2024250$121.4K<0.1%00.0%UnchangedHolders
Q4 2023250$88.5K<0.1%00.0%UnchangedHolders
Q3 2023250$75.1K<0.1%+150+150.0%AddedHolders
Q2 2023100$28.7K<0.1%00.0%UnchangedHolders
Q1 2023100$21.2K<0.1%+100NewHolders