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Disclosery

Compass Wealth Management LLC: AEIS position timeline

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

Compass Wealth Management LLC held 35,738 AEIS 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 35,738 shares
    Change vs previous 13F -3,340 shares

    2.52% of the 13F portfolio, value $13,325,629.

    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 39,078 shares
    Change vs previous 13F -14,038 shares

    3.12% of the 13F portfolio, value $12,610,862.

    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 53,116 shares
    Change vs previous 13F -6,708 shares

    2.77% of the 13F portfolio, value $11,120,897.

    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 59,824 shares
    Change vs previous 13F -6,290 shares

    2.27% of the 13F portfolio, value $10,178,447.

    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 66,114 shares
    Change vs previous 13F -1,431 shares

    2.09% of the 13F portfolio, value $8,760,098.

    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 67,545 shares
    Change vs previous 13F -1,293 shares

    1.64% of the 13F portfolio, value $6,437,709.

    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 68,838 shares
    Change vs previous 13F +245 shares

    1.92% of the 13F portfolio, value $7,959,732.

    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 68,593 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $7,218,722.

    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).