Skip to main content

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

OCFC holding history

Oceanfirst Financial 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.

OCFC overviewAll 13F holders of OCFCFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of OCFC by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,000−100.0%Sold outHolders
Q3 20241,000$18.6K<0.1%00.0%UnchangedHolders
Q2 20241,000$15.9K<0.1%+1,000NewHolders