COMPASS FINANCIAL MANAGEMENT LLC current holdings: Foreign Other Stocks
COMPASS FINANCIAL MANAGEMENT LLC reported $0.00 billion in shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SLATE GROCERY REIT UTF EXP.
- SLATE GROCERY REIT UTF EXP: Country of operation —; Class COM; Shares 6,500; Value $79,846.
Form 13F-HR as filed (SEC CIK 2148724): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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