Rli shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Rli (RLI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Rli
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Quarterly reported holdings in Rli by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $36k | 240 | 148.47 |
| 2023-12-31 | $32k | 240 | 133.12 |
| 2023-09-30 | $33k | 240 | 135.89 |
| 2023-06-30 | $33k | 240 | 136.47 |
| 2023-03-31 | $32k | 240 | 132.91 |
| 2022-12-31 | $32k | 240 | 131.27 |