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Livermore
Livermore
ZHEN

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
3,637
Value
$1.48M
% of portfolio
0.3%
Quarters held
13
Since Q4 2022
Holdings of SPGI by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,637$1.48M0.3%+3,637NewHolders
Q4 20250$00.0%−550−100.0%Sold outHolders
Q3 2025550$267.7K0.1%00.0%UnchangedHolders
Q2 2025550$290.0K0.1%−103−15.8%ReducedHolders
Q1 2025653$331.8K0.1%00.0%UnchangedHolders
Q4 2024653$325.2K0.1%00.0%UnchangedHolders
Q3 2024653$337.4K0.1%00.0%UnchangedHolders
Q2 2024653$291.2K0.1%00.0%UnchangedHolders
Q1 2024653$277.8K0.1%00.0%UnchangedHolders
Q4 2023653$287.7K0.1%00.0%UnchangedHolders
Q3 2023653$238.6K0.1%00.0%UnchangedHolders
Q2 2023653$261.8K0.1%00.0%UnchangedHolders
Q1 2023653$225.1K0.1%00.0%UnchangedHolders
Q4 2022653$218.7K0.1%–No prior filingHolders