Compass Wealth Management LLC

Business address
10 Water Street, Guilford, CT, 06437
Top securities (13F)
AVGO, RSP, JPM, GOOG, AEIS, GOOGL, DHR, AMAT, VFC, STZ, APD, TEL, TSM, TJX, CVX, MSFT, BX, SBUX, ABBV, and OPCH
State of incorporation
CT
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Compass Wealth Management LLC has filed 16 SEC EDGAR filings since 17 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-23129
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-23129
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-23129
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-23129
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-23129
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-23129
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-23129
13F-HR Open Document Open Filing 16 Jul 2024 30 Jun 2024 028-23129
N-PX Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-23129
13F-HR Open Document Open Filing 05 Apr 2024 31 Mar 2024 028-23129
13F-HR Open Document Open Filing 04 Jan 2024 31 Dec 2023 028-23129
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-23129
13F-HR/A Open Document Open Filing 27 Jul 2023 30 Jun 2023 028-23129
13F-HR Open Document Open Filing 21 Jul 2023 30 Jun 2023 028-23129
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-23129
13F-HR Open Document Open Filing 17 Feb 2023 31 Dec 2022 028-23129