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Disclosery

Compass Wealth Management LLC: AXP position timeline

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

Compass Wealth Management LLC held 11,606 AXP 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 11,606 shares
    Change vs previous 13F -255 shares

    0.74% of the 13F portfolio, value $3,925,730.

    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 11,861 shares
    Change vs previous 13F -702 shares

    0.89% of the 13F portfolio, value $3,587,716.

    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 12,563 shares
    Change vs previous 13F -572 shares

    1.16% of the 13F portfolio, value $4,647,682.

    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 13,135 shares
    Change vs previous 13F -434 shares

    0.97% of the 13F portfolio, value $4,362,922.

    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 13,569 shares
    Change vs previous 13F -1 shares

    1.03% of the 13F portfolio, value $4,328,240.

    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 13,570 shares
    Change vs previous 13F -515 shares

    0.93% of the 13F portfolio, value $3,651,009.

    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 14,085 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $4,180,288.

    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 14,085 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,819,852.

    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).