Ownership history in CarsonAllaria Wealth Management, Ltd. · 16 quarters on record
This page tracks every 13F SEC filing in which CarsonAllaria Wealth Management, Ltd. reported a position in COMPASS MINERALS INTL INC (CMP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 10,007 | -300 | -2.9% | 0.10% | $192K | $19.20 |
| 2025 Q2 | REDUCED | 10,307 | -1,287 | -11.1% | 0.11% | $207K | $20.09 |
| 2025 Q1 | ADDED | 11,594 | +143 | +1.2% | 0.06% | $108K | $9.29 |
| 2024 Q4 | REDUCED | 11,451 | -359 | -3.0% | 0.07% | $129K | $11.25 |
As of 2025 Q4 — sorted by position size