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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull 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 T by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−5,403−100.0%Sold outHolders
Q1 20255,403$152.8K<0.1%+8+0.1%AddedHolders
Q4 20245,395$122.8K<0.1%+1,512+38.9%AddedHolders
Q3 20243,883$85.4K<0.1%−329−7.8%ReducedHolders
Q2 20244,212$80.5K<0.1%+1,257+42.5%AddedHolders
Q1 20242,955$52.0K<0.1%−94−3.1%ReducedHolders
Q4 20233,049$51.2K<0.1%−3,139−50.7%ReducedHolders
Q3 20236,188$92.9K<0.1%−6,970−53.0%ReducedHolders
Q2 202313,158$209.9K0.1%−2,678−16.9%ReducedHolders
Q1 202315,836$304.8K0.1%−2,450−13.4%ReducedHolders
Q4 202218,286$336.6K0.1%–No prior filingHolders