Compass Financial Advisors LLC 13F Portfolio & Position Changes
Compass Financial Advisors LLC
CIK: 0001913221
Long-term holder
Total reported value
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Reporting period: 2023-09-30 · Number of holdings: 1
COMPASS FINANCIAL ADVISORS LLC disclosed 1 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
No holding changes this quarter
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
#
Ticker
Issuer
Asset Subclass
Weight
Weight Change
Shares Change
4Q Trend
1
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Ikena Oncology INC
Stock-Other
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Portfolio Performance
Performance for Q3 2026
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Performance Last 4 Quarters
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Based on 1 months of available history
Based on 68% of reported portfolio value with available pricing
Position changes disclosed by Compass Financial Advisors LLC for the quarter ending 2023-09-30, including ticker, issuer, weight change, shares change, and action
What is Compass Financial Advisors LLC and what type of investor is it?
Compass Financial Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Compass Financial Advisors LLC's largest equity positions?
Based on the latest 13F filing, Compass Financial Advisors LLC's top holdings by market value are:
1. Ikena Oncology INC — $0.0
What changes did Compass Financial Advisors LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Compass Financial Advisors LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Compass Financial Advisors LLC focus on?
Sector breakdown data is not yet available for Compass Financial Advisors LLC. Check back after the next 13F processing cycle.