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Disclosery

Compass Wealth Management LLC: CARR position timeline

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

Compass Wealth Management LLC held 12,017 CARR 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 12,017 shares
    Change vs previous 13F -29 shares

    0.17% of the 13F portfolio, value $881,447.

    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 12,046 shares
    Change vs previous 13F -500 shares

    0.17% of the 13F portfolio, value $678,311.

    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 12,546 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $662,931.

    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 12,550 shares
    Change vs previous 13F +2,000 shares

    0.17% of the 13F portfolio, value $749,235.

    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 10,550 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $772,155.

    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 10,546 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $668,617.

    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 10,546 shares
    Change vs previous 13F -105 shares

    0.17% of the 13F portfolio, value $719,870.

    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 10,651 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $857,299.

    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).