COMP COMPASS INC

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in COMPASS INC (COMP). 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 54 -121 -69.1% 0.00% $434 $8.03
2025 Q1 ADDED 175 +153 +695.5% 0.00% $2K $8.73
2024 Q4 REDUCED 22 -583 -96.4% 0.00% $129 $5.85
2024 Q3 INITIATED 605 0.00% $4K $6.11
% of Fund (quarterly)    COMP price (monthly, adj. close)
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