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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

MRK holding history

Merck & Co., 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.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
1,933
Value
$248.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MRK by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,933$248.5K0.1%+1+0.1%AddedHolders
Q1 20261,932$232.5K0.1%+1,932NewHolders