Compass Wealth Management LLC
- SEC CIK
- 0001965653
- Latest filing
- Aug 7, 2026
NHI holding history
National Health Investors 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.
NHI overviewAll 13F holders of NHIFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −475−100.0% | Sold out | Holders |
| Q1 2025 | 475 | $35.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 475 | $32.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 475 | $39.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 475 | $32.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 475 | $29.8K | <0.1% | +475 | New | Holders |