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Disclosery

Compass Wealth Management LLC: CB position timeline

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

Compass Wealth Management LLC held 18,923 CB 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 18,923 shares
    Change vs previous 13F +9 shares

    1.22% of the 13F portfolio, value $6,447,824.

    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 18,914 shares
    Change vs previous 13F +263 shares

    1.52% of the 13F portfolio, value $6,164,641.

    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 18,651 shares
    Change vs previous 13F +1,936 shares

    1.45% of the 13F portfolio, value $5,821,351.

    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 16,715 shares
    Change vs previous 13F +913 shares

    1.05% of the 13F portfolio, value $4,717,809.

    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 15,802 shares
    Change vs previous 13F -375 shares

    1.09% of the 13F portfolio, value $4,578,160.

    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 16,177 shares
    Change vs previous 13F +531 shares

    1.25% of the 13F portfolio, value $4,885,297.

    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 15,646 shares
    Change vs previous 13F +128 shares

    1.04% of the 13F portfolio, value $4,323,065.

    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 15,518 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,475,110.

    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).