Skip to main content

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of PRU by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−754−100.0%Sold outHolders
Q1 2025754$84.2K<0.1%00.0%UnchangedHolders
Q4 2024754$89.4K<0.1%00.0%UnchangedHolders
Q3 2024754$91.3K<0.1%00.0%UnchangedHolders
Q2 2024754$88.4K<0.1%00.0%UnchangedHolders
Q1 2024754$88.5K<0.1%00.0%UnchangedHolders
Q4 2023754$78.2K<0.1%00.0%UnchangedHolders
Q3 2023754$71.5K<0.1%00.0%UnchangedHolders
Q2 2023754$66.5K<0.1%00.0%UnchangedHolders
Q1 2023754$62.4K<0.1%00.0%UnchangedHolders
Q4 2022754$75.0K<0.1%–No prior filingHolders