Compass Wealth Management LLC
Holdings in OPCH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,504,591 | 235,549 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $64,902 | 2,338 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $6,001,589 | 184,778 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $5,804,426 | 166,078 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $3,537,489 | 152,478 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $6,044,906 | 193,128 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $3,049,077 | 110,075 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $2,283,235 | 68,075 | Shares | Sole | 2024-04-05 |