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Disclosery

Compass Wealth Management LLC: BX position timeline

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

Compass Wealth Management LLC held 38,565 BX 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 38,565 shares
    Change vs previous 13F -81 shares

    0.86% of the 13F portfolio, value $4,537,969.

    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 38,646 shares
    Change vs previous 13F -978 shares

    1.1% of the 13F portfolio, value $4,443,939.

    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 39,624 shares
    Change vs previous 13F -376 shares

    1.52% of the 13F portfolio, value $6,107,674.

    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 40,000 shares
    Change vs previous 13F -150 shares

    1.53% of the 13F portfolio, value $6,834,000.

    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 40,150 shares
    Change vs previous 13F -746 shares

    1.43% of the 13F portfolio, value $6,005,637.

    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 40,896 shares
    Change vs previous 13F -1,948 shares

    1.46% of the 13F portfolio, value $5,716,443.

    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 42,844 shares
    Change vs previous 13F -1,314 shares

    1.78% of the 13F portfolio, value $7,387,163.

    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 44,158 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,761,915.

    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).