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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

TD holding history

Toronto Dominion Bank 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.

TD overviewAll 13F holders of TDFull 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 TD by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−350−100.0%Sold outHolders
Q1 2025350$21.0K<0.1%00.0%UnchangedHolders
Q4 2024350$18.6K<0.1%00.0%UnchangedHolders
Q3 2024350$22.1K<0.1%00.0%UnchangedHolders
Q2 2024350$19.2K<0.1%00.0%UnchangedHolders
Q1 2024350$21.1K<0.1%00.0%UnchangedHolders
Q4 2023350$22.6K<0.1%00.0%UnchangedHolders
Q3 2023350$21.1K<0.1%00.0%UnchangedHolders
Q2 2023350$21.7K<0.1%00.0%UnchangedHolders
Q1 2023350$21.0K<0.1%00.0%UnchangedHolders
Q4 2022350$22.7K<0.1%–No prior filingHolders