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Compass shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Compass (COMP) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Compass

Tip: Access up to 7 years of quarterly data

All positions including Compass held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $187k 23k 8.03
2025-06-30 $146k 23k 6.28
2025-03-31 $185k 21k 8.73

More positions owned by LLBH Private Wealth Management

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Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

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