SEC 13F Intelligence

Compass Wealth Management LLC / 8CW

Compass Wealth Management LLC’s Crown Castle Inc Position

Does Compass Wealth Management LLC own Crown Castle Inc (8CW)? Yes72.6K shares worth $6M (+1.46% of its 13F portfolio) as of Q1 2026, up from 70.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
72.6K
% of Portfolio
+1.46%
Quarters Held
14
currently held

Position History 8CW

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $1MQ2 ’23Q3 ’23: $866,371Q4 ’23: $1MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.6K$6M+1.46%
Q4 202570.0K$6M+1.55%
Q3 202564.4K$6M+1.39%
Q2 202558.3K$6M+1.43%
Q1 202558.0K$6M+1.54%
Q4 202451.1K$5M+1.12%
Q3 202454.4K$6M+1.52%
Q2 202448.8K$5M+1.18%
Q1 202437.5K$4M+0.99%
Q4 20238.9K$1M+0.29%
Q3 20239.4K$866,371+0.27%
Q2 202311.6K$1M+0.40%
Q1 202316.1K$2M+0.68%
Q4 202215.6K$2M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Wealth Management LLC’s full portfolio or all institutional holders of 8CW.