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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

VRT holding history

Vertiv Holdings Co 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.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
1,000
Value
$334.8K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of VRT by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$334.8K0.1%00.0%UnchangedHolders
Q1 20261,000$250.6K0.1%+1,000NewHolders