Compass Wealth Management LLC

SEC CIK: 0001965653
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SWK holding history

Stanley Black & Decker, 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.

SWK overview All 13F holders of SWK Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of SWK by Compass Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−150−100.0%	Sold out	Holders
Q3 2024	150	$16.5K	<0.1%	−1,351−90.0%	Reduced	Holders
Q2 2024	1,501	$119.9K	<0.1%	−9,275−86.1%	Reduced	Holders
Q1 2024	10,776	$1.06M	0.3%	+10,776	New	Holders