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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

SHW holding history

Sherwin Williams Co 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.

SHW overviewAll 13F holders of SHWFull 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 SHW by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−63−100.0%Sold outHolders
Q1 202563$22.0K<0.1%00.0%UnchangedHolders
Q4 202463$21.4K<0.1%00.0%UnchangedHolders
Q3 202463$24.0K<0.1%00.0%UnchangedHolders
Q2 202463$18.8K<0.1%00.0%UnchangedHolders
Q1 202463$21.9K<0.1%00.0%UnchangedHolders
Q4 202363$19.6K<0.1%00.0%UnchangedHolders
Q3 202363$16.1K<0.1%00.0%UnchangedHolders
Q2 202363$16.7K<0.1%−19−23.2%ReducedHolders
Q1 202382$18.4K<0.1%+19+30.2%AddedHolders
Q4 202263$15.0K<0.1%–No prior filingHolders