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Compass shares owned by XML Financial

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

Historical chart of XML Financial investment in Compass

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

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Quarterly reported holdings in Compass by XML Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 11k 8.03
2025-06-30 $70k 11k 6.28

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Series Trust Bbg Conv Sec Etf (CWB)

View all positions for XML Financial

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