Skip to content
Disclosery

Compass Wealth Management LLC: AVGO position timeline

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

Compass Wealth Management LLC held 78,541 AVGO 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 78,541 shares
    Change vs previous 13F -3,797 shares

    5.61% of the 13F portfolio, value $29,668,863.

    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 82,338 shares
    Change vs previous 13F -8,173 shares

    6.3% of the 13F portfolio, value $25,484,435.

    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 90,511 shares
    Change vs previous 13F -6,007 shares

    7.81% of the 13F portfolio, value $31,325,858.

    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 96,518 shares
    Change vs previous 13F -14,296 shares

    7.11% of the 13F portfolio, value $31,842,149.

    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 110,814 shares
    Change vs previous 13F -1,758 shares

    7.27% of the 13F portfolio, value $30,545,792.

    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 112,572 shares
    Change vs previous 13F -15,560 shares

    4.81% of the 13F portfolio, value $18,847,877.

    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 128,132 shares
    Change vs previous 13F -1,850 shares

    7.15% of the 13F portfolio, value $29,706,050.

    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 129,982 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $22,421,841.

    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).