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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

CRWD holding history

CrowdStrike Holdings, 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.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
1,000
Value
$763.1K
% of portfolio
0.3%
Quarters held
5
Since Q2 2025
Holdings of CRWD by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$763.1K0.3%00.0%UnchangedHolders
Q1 20261,000$390.4K0.2%00.0%UnchangedHolders
Q4 20251,000$468.8K0.2%00.0%UnchangedHolders
Q3 20251,000$490.4K0.2%00.0%UnchangedHolders
Q2 20251,000$509.3K0.3%–No prior filingHolders