Compass Wealth Management LLC
Q2 2023 13F Holdings
Location
Guilford, CT
Holdings as of
6/30/2023
Value ($000)
$314,656
Num holdings
414
Date filed
7/21/2023
Form type
13F-HR
Prev filing
5/15/2023
Next filing
10/25/2023
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type