Skip to main content

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

VTRS holding history

Viatris 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.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of VTRS by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−415−100.0%Sold outHolders
Q1 2025415$3.62K<0.1%+2+0.5%AddedHolders
Q4 2024413$5.14K<0.1%+2+0.5%AddedHolders
Q3 2024411$4.77K<0.1%+2+0.5%AddedHolders
Q2 2024409$4.35K<0.1%+186+83.4%AddedHolders
Q1 2024223$2.66K<0.1%+223NewHolders