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Compass Wealth Management LLC: ABBV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on ABBV, newest first. How the timeline and the estimate are built.

Compass Wealth Management LLC held 25,828 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,828 shares
    Change vs previous 13F -300 shares

    1.23% of the 13F portfolio, value $6,499,358.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,128 shares
    Change vs previous 13F -1,472 shares

    1.4% of the 13F portfolio, value $5,682,579.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,600 shares
    Change vs previous 13F -1,230 shares

    1.57% of the 13F portfolio, value $6,306,324.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,830 shares
    Change vs previous 13F +50 shares

    1.49% of the 13F portfolio, value $6,675,299.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,780 shares
    Change vs previous 13F -45 shares

    1.27% of the 13F portfolio, value $5,342,144.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,825 shares
    Change vs previous 13F -747 shares

    1.54% of the 13F portfolio, value $6,039,414.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,572 shares
    Change vs previous 13F +1,449 shares

    1.27% of the 13F portfolio, value $5,254,945.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,123 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,553,731.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).