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Disclosery

Compass Wealth Management LLC: APD position timeline

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

Compass Wealth Management LLC held 28,157 APD 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 28,157 shares
    Change vs previous 13F -1,206 shares

    1.56% of the 13F portfolio, value $8,255,070.

    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 29,363 shares
    Change vs previous 13F -206 shares

    2.11% of the 13F portfolio, value $8,529,658.

    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 29,569 shares
    Change vs previous 13F -294 shares

    1.82% of the 13F portfolio, value $7,304,135.

    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 29,863 shares
    Change vs previous 13F -244 shares

    1.82% of the 13F portfolio, value $8,144,358.

    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 30,107 shares
    Change vs previous 13F +964 shares

    2.02% of the 13F portfolio, value $8,491,854.

    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 29,143 shares
    Change vs previous 13F -376 shares

    2.19% of the 13F portfolio, value $8,594,946.

    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 29,519 shares
    Change vs previous 13F -420 shares

    2.06% of the 13F portfolio, value $8,561,724.

    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 29,939 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $8,914,013.

    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).