Compass Wealth Management LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1965653
GUILFORD, CT
Position in BNY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$347,064
+$85,560 QoQ
Shares Held
2,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,361
of 1,868 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Compass Wealth Management LLC holds $13,452,859 across 4 Banks - Diversified names. BNY ranks #3 (2.6% of the industry book) .
All Filings in BNY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,064 | 2,400 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $261,504 | 2,400 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $218,664 | 2,400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $201,288 | 2,400 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $184,392 | 2,400 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $172,464 | 2,400 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $143,736 | 2,400 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $138,288 | 2,400 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $124,920 | 2,400 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $106,625 | 2,500 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $111,300 | 2,500 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $118,734 | 2,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,943 | 2,613 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||