Compound Global Advisors, LLC

Business address
7570 Se 71 St Street, Mercer Island, WA, 98040
Top securities (13F)
SGOV, PHYS, APH, TSM, NVDA, META, AMZN, MSFT, AER, CPAY, SPGI, UNH, LLY, ELV, WAL, HCA, FI, and DAL
State of incorporation
WA
Fiscal year end
31 December
Former names
WS Portfolio Advisory, LLC (to 19 Oct 2023)
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Compound Global Advisors, LLC has filed 16 SEC EDGAR filings since 10 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-22887
N-PX Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-22887
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-22887
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-22887
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-22887
13F-NT Open Document Open Filing 08 Oct 2024 30 Sep 2024 028-22887
N-PX Open Document Open Filing 07 Aug 2024 30 Jun 2024 028-22887
13F-NT Open Document Open Filing 02 Aug 2024 31 Mar 2024 028-22887
13F-NT Open Document Open Filing 02 Aug 2024 31 Dec 2023 028-22887
13F-NT Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-22887
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-22887
13F-HR Open Document Open Filing 24 Jan 2024 31 Dec 2023 028-22887
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22887
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-22887
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-22887
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-22887