SEC 13F Intelligence

Compass Wealth Management LLC / RKT

Compass Wealth Management LLC’s Rocket Cos Inc Position

Does Compass Wealth Management LLC own Rocket Cos Inc (RKT)? Yes344.6K shares worth $5M (+1.21% of its 13F portfolio) as of Q1 2026, up from 275.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
344.6K
% of Portfolio
+1.21%
Quarters Held
3
currently held

Position History RKT

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026344.6K$5M+1.21%
Q4 2025275.9K$5M+1.33%
Q2 2025134.6K$2M+0.45%

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 RKT.