Back to POOL
Compass Wealth Management LLC → POOL
Compass Wealth Management LLC POOL Position History
Pool Corporation • Wholesale Trade
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $417K |
| Q3 2025 | $2.3M |
| Q1 2026 | $2.1M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 20.8K | — | — |
| Q2 2026 | $3.1M | 14.2K | — | — |
| Q1 2026 | $2.1M | 10.4K | — | — |
| Q3 2025 | $2.3M | 7.4K | — | — |
| Q3 2025 | $417K | 3.0K | — | — |
Other funds holding POOL
$1.4B
$1.2B
$1.1B
$951.6M
$894.5M
$828.5M
$633.2M