Compass shares owned by LPL Financial
Historical chart of LPL Financial investment in Compass
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Quarterly reported holdings in Compass by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 198k | 10.57 |
| 2025-09-30 | $1.2M | 146k | 8.03 |
| 2025-06-30 | $534k | 85k | 6.28 |
| 2025-03-31 | $727k | 83k | 8.73 |
| 2024-12-31 | $339k | 58k | 5.85 |
| 2024-09-30 | $337k | 55k | 6.11 |
| 2024-06-30 | $44k | 12k | 3.60 |
| 2024-03-31 | $42k | 12k | 3.60 |
| 2023-09-30 | $36k | 12k | 2.90 |
| 2023-06-30 | $43k | 12k | 3.50 |
| 2023-03-31 | $45k | 14k | 3.23 |
| 2022-09-30 | $24k | 10k | 2.36 |
| 2021-12-31 | $96k | 11k | 9.14 |
| 2021-09-30 | $211k | 16k | 13.28 |