Trust For Professional Man shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Trust For Professional Man (SPC) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Trust For Professional Man
Tip: Access up to 7 years of quarterly data
All positions including Trust For Professional Man held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Trust For Professional Man by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 18k | 21.68 |
| 2025-06-30 | $404k | 19k | 21.43 |
| 2025-03-31 | $395k | 19k | 20.96 |
| 2024-12-31 | $383k | 19k | 20.66 |
| 2024-09-30 | $443k | 21k | 21.54 |
| 2024-06-30 | $358k | 17k | 21.40 |
| 2024-03-31 | $358k | 17k | 21.40 |
| 2023-12-31 | $329k | 16k | 21.17 |
| 2023-09-30 | $340k | 16k | 21.72 |
| 2023-06-30 | $356k | 17k | 21.40 |
| 2023-03-31 | $317k | 15k | 21.04 |
| 2022-12-31 | $312k | 15k | 20.68 |
| 2022-09-30 | $256k | 13k | 20.52 |