Company Names, identifiers, and filing context for this profile. 1 identity field
Company location
Guilford, CT
SEC filing record 1 source field available
Fiscal year end
31 December
Compass Wealth Management LLC has filed 18 SEC EDGAR filings since 17 Feb 2023

SEC filing history

Showing 1-18 of 18 matching filings.

Per page
25
Current page
1
13F-HR File 028-23129

13F-HR filing

Filing date
21 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-23129

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23129

13F-HR filing

Filing date
07 Nov 2025
Reporting date
30 Sep 2025
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13F-HR File 028-23129

13F-HR filing

Filing date
31 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-23129

N-PX filing

Filing date
26 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-23129

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-23129

13F-HR filing

Filing date
29 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-23129

13F-HR filing

Filing date
21 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-23129

13F-HR filing

Filing date
16 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-23129

13F-HR filing

Filing date
16 Jul 2024
Reporting date
30 Jun 2024
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N-PX File 028-23129

N-PX filing

Filing date
10 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-23129

13F-HR filing

Filing date
05 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-23129

13F-HR filing

Filing date
04 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-23129

13F-HR filing

Filing date
25 Oct 2023
Reporting date
30 Sep 2023
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13F-HR/A File 028-23129

13F-HR/A filing

Filing date
27 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-23129

13F-HR filing

Filing date
21 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-23129

13F-HR filing

Filing date
15 May 2023
Reporting date
31 Mar 2023
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13F-HR File 028-23129

13F-HR filing

Filing date
17 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
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