Compass Wealth Management LLC has filed its quarterly 13F-HR report with the SEC, providing insights into its investment holdings as of September 30, 2026. This filing is crucial as it reveals the company's asset management strategies and positions within the market.
Compass Wealth Management LLC, based in Guilford, Connecticut, is categorized as an investment management firm. The company has been actively filing various reports, including its recent 13F-HR submissions, which detail institutional investment managers' holdings. The firm's latest filing was submitted on October 22, 2026, under accession number 0001965653-26-000005.
The filing states that it is a quarterly report, which is a requirement for institutional managers to disclose their equity holdings. The report for this quarter was accepted on the same day it was filed. Details regarding specific holdings were not disclosed in the filing.
This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management sector. By analyzing the holdings reported, they can gain insights into Compass Wealth Management's investment strategies and market positioning.
What happens next is not specified in the filing, leaving stakeholders to await further updates or additional filings from the company.
Company Information
Compass Wealth Management LLC is registered with the SEC under the Central Index Key (CIK) number 0001965653. The firm operates with an Internal Revenue Service Number (EIN) of 352676843 and is incorporated in Connecticut. Its fiscal year ends on December 31, and it is classified under the SEC Act 34 with a file number of 028-23129.
Filing Details
The 13F-HR report was filed on October 22, 2026, and accepted the same day at 17:13:09. The report covers the period ending September 30, 2026. In total, the filing includes two documents, with the primary document being the 13F-HR itself and an information table detailing the firm's holdings.
Contact Information
Compass Wealth Management LLC has both its mailing and business addresses listed as 10 Water Street, Guilford, CT 06437. The firm can be reached at the phone number 12034537000.
While the filing provides essential details about the company's registration and operational structure, it does not disclose specific investment holdings or strategies, which are typically of significant interest to stakeholders.