COMPASS CAPITAL CORP /MA/ /ADV: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMPASS CAPITAL CORP /MA/ /ADV on WMT, newest first. How the timeline and the estimate are built.
COMPASS CAPITAL CORP /MA/ /ADV held 21,454 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 21,454 sharesChange vs previous 13F +54 shares
0.79% of the 13F portfolio, value $2,436,571.
13F-HR 0001376474-26-000554 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,400 sharesChange vs previous 13F +78 shares
0.99% of the 13F portfolio, value $2,770,809.
13F-HR 0001376474-26-000361 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,322 sharesChange vs previous 13F +89 shares
1.04% of the 13F portfolio, value $2,704,777.
13F-HR 0001376474-26-000160 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,233 sharesChange vs previous 13F +788 shares
0.95% of the 13F portfolio, value $2,176,856.
13F-HR 0001376474-25-000914 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,445 sharesChange vs previous 13F +229 shares
0.93% of the 13F portfolio, value $1,973,713.
13F-HR 0001376474-25-000722 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,216 sharesChange vs previous 13F -693 shares
0.94% of the 13F portfolio, value $1,788,708.
13F-HR 0001376474-25-000354 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,909 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $1,929,646.
13F-HR 0001376474-25-000134 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).