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Disclosery

Compass Wealth Management LLC: AMAT position timeline

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

Compass Wealth Management LLC held 34,357 AMAT 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 34,357 shares
    Change vs previous 13F -3,795 shares

    4.7% of the 13F portfolio, value $24,840,111.

    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 38,152 shares
    Change vs previous 13F -3,019 shares

    3.22% of the 13F portfolio, value $13,039,973.

    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 41,171 shares
    Change vs previous 13F -1,625 shares

    2.64% of the 13F portfolio, value $10,580,536.

    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 42,796 shares
    Change vs previous 13F -585 shares

    1.96% of the 13F portfolio, value $8,762,054.

    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 43,381 shares
    Change vs previous 13F -121 shares

    1.89% of the 13F portfolio, value $7,941,760.

    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 43,502 shares
    Change vs previous 13F -1,430 shares

    1.61% of the 13F portfolio, value $6,313,011.

    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 44,932 shares
    Change vs previous 13F -1,243 shares

    1.76% of the 13F portfolio, value $7,307,292.

    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 46,175 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $9,329,659.

    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).