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Disclosery

Compass Wealth Management LLC: AMT position timeline

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

Compass Wealth Management LLC held 15,636 AMT 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 15,636 shares
    Change vs previous 13F -27 shares

    0.48% of the 13F portfolio, value $2,557,581.

    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 15,663 shares
    Change vs previous 13F -375 shares

    0.67% of the 13F portfolio, value $2,703,121.

    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 16,038 shares
    Change vs previous 13F +2 shares

    0.7% of the 13F portfolio, value $2,815,792.

    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 16,036 shares
    Change vs previous 13F -61 shares

    0.69% of the 13F portfolio, value $3,084,044.

    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 16,097 shares
    Change vs previous 13F +3 shares

    0.85% of the 13F portfolio, value $3,557,759.

    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 16,094 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $3,502,055.

    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 16,094 shares
    Change vs previous 13F -50 shares

    0.71% of the 13F portfolio, value $2,951,801.

    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 16,144 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,754,449.

    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).