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Disclosery

Compass Wealth Management LLC: BSV position timeline

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

Compass Wealth Management LLC held 38,720 BSV 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 38,720 shares
    Change vs previous 13F +6,999 shares

    0.57% of the 13F portfolio, value $3,016,676.

    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 31,721 shares
    Change vs previous 13F +7,740 shares

    0.61% of the 13F portfolio, value $2,487,244.

    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 23,981 shares
    Change vs previous 13F +2,940 shares

    0.47% of the 13F portfolio, value $1,889,943.

    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 21,041 shares
    Change vs previous 13F +5,386 shares

    0.37% of the 13F portfolio, value $1,660,346.

    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 15,655 shares
    Change vs previous 13F +2,498 shares

    0.29% of the 13F portfolio, value $1,232,049.

    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 13,157 shares
    Change vs previous 13F +2,534 shares

    0.26% of the 13F portfolio, value $1,029,930.

    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 10,623 shares
    Change vs previous 13F +1,664 shares

    0.2% of the 13F portfolio, value $820,840.

    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 8,959 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $704,984.

    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).