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Compass shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Compass (COMP) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Compass

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All positions including Compass held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $36k 10k 3.60
2024-03-31 $36k 10k 3.60
2023-09-30 $29k 10k 2.90
2023-06-30 $35k 10k 3.50
2023-03-31 $32k 10k 3.23
2022-12-31 $23k 10k 2.33
2022-09-30 $23k 10k 2.30
2022-06-30 $36k 10k 3.60
2022-03-31 $79k 10k 7.90

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Compass

Vanguard Group
FMR
Sb Investment Advisers
BlackRock
Citadel Advisors
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Winslow Capital Management
Nuveen
Summit Partners Public Asset Management
Charles Schwab Investment Management
Artisan Partners Limited Partnership
Kanen Wealth Management

View all funds holding Compass