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 |
As of 2025 Q4 — sorted by position size