Sequoia Financial Advisors, LLC CMPX — COMPASS THERAPEUTICS INC

Ownership history in Sequoia Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported COMPASS THERAPEUTICS INC (CMPX) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows CMPX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in COMPASS THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMPX stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held CMPX — position size vs. price
% of Fund (quarterly)    CMPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 44,980 +29,445 +189.5% 0.00% $99K 2026-07-17 $2.05
2026 Q1 REDUCED — — — 15,535 -359 -2.3% 0.00% $82K 2026-04-30 $1.77
2025 Q4 ADDED — — — 15,894 +141 +0.9% 0.00% $85K 2026-02-03 $6.42
2025 Q3 REDUCED — — — 15,753 -732 -4.4% 0.00% $55K 2025-10-29 $3.78
2025 Q2 REDUCED 41.0% +46.9% ❌ 16,485 -11,449 -41.0% 0.00% $43K 2025-07-25 $3.18
2025 Q1 REDUCED 9.5% +36.8% ❌ 27,934 -2,942 -9.5% 0.00% $53K 2025-04-23 $2.07
2024 Q4 INITIATED — — — 30,876 — — 0.00% $45K 2025-02-07 $3.50

🏢 Other funds also holding CMPX

As of 2026 Q2 — sorted by position size

Wealthcare Capital Partners, LLC 0.02% Wealthcare Advisory Partners LLC 3Y 7Y 0.0% INDEPENDENT FINANCIAL GROUP, LLC 0.0% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Sequoia Financial Advisors, LLC and CMPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning CMPX?

Sequoia Financial Advisors, LLC reported CMPX across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CMPX position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for CMPX was 0.00% in 2026 Q2.

What is the latest reported CMPX position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 44,980 shares, equal to 0.00% of portfolio, with an estimated market value of $99K.

What does the chart on this CMPX ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly CMPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their CMPX position?

Based on 13F filing dates vs. subsequent CMPX price moves, Sequoia Financial Advisors, LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on CMPX relative to SPY over the holding period was -41.3%.

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