Compass Wealth Management, LLC

SEC CIK: 0002076480
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

TSLA holding history

Tesla, 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.

TSLA overview All 13F holders of TSLA Full Q2 2026 holdings

Shares (Q2 2026): 2,049
Value: $861.8K
% of portfolio: 0.3%
Quarters held: 5; Since Q2 2025

Holdings of TSLA by Compass Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,049	$861.8K	0.3%	−226−9.9%	Reduced	Holders
Q1 2026	2,275	$845.8K	0.4%	+12+0.5%	Added	Holders
Q4 2025	2,263	$1.02M	0.4%	+12+0.5%	Added	Holders
Q3 2025	2,251	$1.00M	0.4%	00.0%	Unchanged	Holders
Q2 2025	2,251	$715.1K	0.4%	–	No prior filing	Holders