Compass Wealth Management LLC: ABT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on ABT, newest first. How the timeline and the estimate are built.
Compass Wealth Management LLC held 24,909 ABT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 24,909 sharesChange vs previous 13F -564 shares
0.43% of the 13F portfolio, value $2,260,243.
13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,473 sharesChange vs previous 13F -825 shares
0.65% of the 13F portfolio, value $2,615,313.
13F-HR 0001965653-26-000002 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,298 sharesChange vs previous 13F -900 shares
0.82% of the 13F portfolio, value $3,294,877.
13F-HR 0001965653-26-000001 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,198 sharesChange vs previous 13F -488 shares
0.81% of the 13F portfolio, value $3,642,901.
13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,686 sharesChange vs previous 13F -851 shares
0.9% of the 13F portfolio, value $3,765,505.
13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,537 sharesChange vs previous 13F -40 shares
0.97% of the 13F portfolio, value $3,785,367.
13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,577 sharesChange vs previous 13F -825 shares
0.78% of the 13F portfolio, value $3,232,288.
13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,402 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $3,352,066.
13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).