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Compass Wealth Management LLC → SPH
Compass Wealth Management LLC SPH Position History
Suburban Propane Partners, L.P. • Energy
Quarters held
2
Latest value
$25K
Q3 2026
Peak value
$749K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $749K |
| Q3 2026 | $25K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25K | 1.5K | — | — |
| Q3 2025 | $749K | 12.6K | — | — |
Other funds holding SPH
$302.7M
$279M
$267.2M
$252.4M
$251.7M
$28.2M
$26.9M
$26.1M