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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

WRK holding history

WestRock Co 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.

WRK overviewAll 13F holders of WRKFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of WRK by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−11−100.0%Sold outHolders
Q2 202411$553<0.1%00.0%UnchangedHolders
Q1 202411$544<0.1%00.0%UnchangedHolders
Q4 202311$457<0.1%00.0%UnchangedHolders
Q3 202311$394<0.1%00.0%UnchangedHolders
Q2 202311$320<0.1%00.0%UnchangedHolders
Q1 202311$336<0.1%00.0%UnchangedHolders
Q4 202211$387<0.1%–No prior filingHolders