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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

CLS holding history

Celestica 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.

CLS overviewAll 13F holders of CLSFull Q2 2026 holdings

Shares (Q2 2026)
2,001
Value
$730.0K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of CLS by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,001$730.0K0.3%00.0%UnchangedHolders
Q1 20262,001$563.6K0.2%00.0%UnchangedHolders
Q4 20252,001$591.5K0.2%00.0%UnchangedHolders
Q3 20252,001$493.0K0.2%+2,001NewHolders