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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

PAYX holding history

Paychex 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.

PAYX overviewAll 13F holders of PAYXFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of PAYX by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−44−100.0%Sold outHolders
Q1 202544$6.79K<0.1%+44NewHolders
Q4 20230$00.0%−1,000−100.0%Sold outHolders
Q3 20231,000$115.3K<0.1%00.0%UnchangedHolders
Q2 20231,000$111.9K<0.1%00.0%UnchangedHolders
Q1 20231,000$114.6K<0.1%00.0%UnchangedHolders
Q4 20221,000$115.6K<0.1%–No prior filingHolders