• 13F History

Compass Investment Advisers LLC

13F Filings History

Latest 13F report
Q4 2024 - Apr 9, 2025
Value $
$34.4M
Signature - Title
Paul Vermilya - President
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Compass Investment Advisers LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Investment Advisers LLC reported 29 stock holdings with total value $34.4M as of Q4 2024. Top holdings included VUG, VIG, VTV, MSFT, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 29 $34.4M $0 $0 VUG, VIG, VTV, MSFT, IEFA 13F-HR 4/9/2025, 03:26 PM