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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

MPT holding history

Medical Properties Trust 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.

MPT overviewAll 13F holders of MPTFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of MPT by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,500−100.0%Sold outHolders
Q1 20231,500$12.3K<0.1%+1,500NewHolders