Compass Wealth Management LLC
- SEC CIK
- 0001965653
- Latest filing
- Aug 7, 2026
NUE holding history
Nucor 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.
NUE overviewAll 13F holders of NUEFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,781
- Value
- $4.41M
- % of portfolio
- 0.8%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,781 | $4.41M | 0.8% | −1,273−6.0% | Reduced | Holders |
| Q1 2026 | 21,054 | $3.56M | 0.9% | +2,725+14.9% | Added | Holders |
| Q4 2025 | 18,329 | $2.99M | 0.7% | +1,101+6.4% | Added | Holders |
| Q3 2025 | 17,228 | $2.33M | 0.5% | −25−0.1% | Reduced | Holders |
| Q2 2025 | 17,253 | $2.24M | 0.5% | −2,537−12.8% | Reduced | Holders |
| Q1 2025 | 19,790 | $2.38M | 0.6% | −1,250−5.9% | Reduced | Holders |
| Q4 2024 | 21,040 | $2.46M | 0.6% | 00.0% | Unchanged | Holders |
| Q3 2024 | 21,040 | $3.16M | 0.7% | −1,260−5.7% | Reduced | Holders |
| Q2 2024 | 22,300 | $3.53M | 0.9% | +10.0% | Added | Holders |
| Q1 2024 | 22,299 | $4.41M | 1.1% | −250−1.1% | Reduced | Holders |
| Q4 2023 | 22,549 | $3.92M | 1.1% | −899−3.8% | Reduced | Holders |
| Q3 2023 | 23,448 | $3.67M | 1.2% | −900−3.7% | Reduced | Holders |
| Q2 2023 | 24,348 | $3.99M | 1.2% | −499−2.0% | Reduced | Holders |
| Q1 2023 | 24,847 | $3.84M | 1.2% | −550−2.2% | Reduced | Holders |
| Q4 2022 | 25,397 | $3.35M | 1.1% | – | No prior filing | Holders |