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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

TT holding history

Trane Technologies 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.

TT overviewAll 13F holders of TTFull Q2 2026 holdings

Shares (Q2 2026)
700
Value
$343.8K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of TT by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026700$343.8K0.1%+700NewHolders
Q4 20250$00.0%−700−100.0%Sold outHolders
Q3 2025700$295.4K0.1%00.0%UnchangedHolders
Q2 2025700$306.2K0.1%00.0%UnchangedHolders
Q1 2025700$235.8K0.1%00.0%UnchangedHolders
Q4 2024700$258.5K0.1%00.0%UnchangedHolders
Q3 2024700$272.1K0.1%00.0%UnchangedHolders
Q2 2024700$230.3K0.1%00.0%UnchangedHolders
Q1 2024700$210.1K0.1%00.0%UnchangedHolders
Q4 2023700$170.7K<0.1%00.0%UnchangedHolders
Q3 2023700$142.0K<0.1%00.0%UnchangedHolders
Q2 2023700$133.9K<0.1%00.0%UnchangedHolders
Q1 2023700$128.8K<0.1%00.0%UnchangedHolders
Q4 2022700$117.7K<0.1%–No prior filingHolders