SEC 13F Intelligence

Compass Financial Advisors LLC / DXCM

Compass Financial Advisors LLC’s Dexcom Inc Position

Does Compass Financial Advisors LLC own Dexcom Inc (DXCM)? Not currently — the last reported position was 7.3K shares worth $843,118 in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$843,118
Q1 2023
Shares
7.3K
% of Portfolio
+1.07%
Quarters Held
6
position exited

Position History DXCM

Reported value by quarter
Q4 ’21: $957,000Q4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $627,000Q2 ’22Q3 ’22: $677,000Q3 ’22Q4 ’22: $921,434Q4 ’22Q1 ’23: $843,118Q1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20237.3K$843,118+1.07%
Q4 20228.1K$921,434+1.24%
Q3 20228.4K$677,000+1.01%
Q2 20228.4K$627,000+0.85%
Q1 20222.0K$1M+1.15%
Q4 20211.8K$957,000+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Advisors LLC’s full portfolio or all institutional holders of DXCM.