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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

SW holding history

Smurfit Westrock plc 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.

SW overviewAll 13F holders of SWFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of SW by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−11−100.0%Sold outHolders
Q3 202411$544<0.1%+11NewHolders