In a recent 13F-HR filing, Compass Wealth Management LLC (0001965653) disclosed its holdings as of the end of the reporting period. The filing is significant as it provides transparency into the investment decisions made by the company, offering valuable insights for investors and analysts. By detailing the securities held, purchased, and sold during the period, the filing helps stakeholders track the firm’s portfolio changes and investment strategies.
Compass Wealth Management LLC is a registered investment advisory firm based in the United States. The company offers financial planning and investment management services to individuals and institutional clients. With this 13F-HR filing, investors can gain a better understanding of the firm’s investment approach and potentially identify trends that may impact the market. For more information about Compass Wealth Management LLC, please visit their website here.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. It discloses the firm’s equity holdings, including the stocks, options, and convertible bonds held in their portfolio. This information is valuable for investors looking to track institutional investment activity and gain insights into market trends and potential investment opportunities.
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Compass Wealth Management LLC (0001965653) Files 13F-HR Form with SEC
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