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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

WY holding history

Weyerhaeuser 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.

WY overviewAll 13F holders of WYFull 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 WY by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,712−100.0%Sold outHolders
Q1 20253,712$108.7K<0.1%−2,850−43.4%ReducedHolders
Q4 20246,562$184.7K<0.1%−5,525−45.7%ReducedHolders
Q3 202412,087$409.3K0.1%−8,924−42.5%ReducedHolders
Q2 202421,011$596.5K0.1%−3,948−15.8%ReducedHolders
Q1 202424,959$896.3K0.2%−1,896−7.1%ReducedHolders
Q4 202326,855$933.8K0.3%−3,807−12.4%ReducedHolders
Q3 202330,662$940.1K0.3%−3,398−10.0%ReducedHolders
Q2 202334,060$1.14M0.3%−10,038−22.8%ReducedHolders
Q1 202344,098$1.33M0.4%−12,649−22.3%ReducedHolders
Q4 202256,747$1.76M0.6%–No prior filingHolders