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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

CMI holding history

Cummins 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
440
Value
$313.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CMI by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026440$313.8K0.1%00.0%UnchangedHolders
Q1 2026440$236.7K0.1%00.0%UnchangedHolders
Q4 2025440$224.6K0.1%+440NewHolders