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Disclosery

Compass Wealth Management LLC: CCI position timeline

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

Compass Wealth Management LLC held 71,581 CCI 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 71,581 shares
    Change vs previous 13F -1,026 shares

    1.03% of the 13F portfolio, value $5,420,830.

    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 72,607 shares
    Change vs previous 13F +2,584 shares

    1.46% of the 13F portfolio, value $5,903,676.

    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 70,023 shares
    Change vs previous 13F +5,650 shares

    1.55% of the 13F portfolio, value $6,222,945.

    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 64,373 shares
    Change vs previous 13F +6,093 shares

    1.39% of the 13F portfolio, value $6,211,355.

    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 58,280 shares
    Change vs previous 13F +318 shares

    1.43% of the 13F portfolio, value $5,987,074.

    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 57,962 shares
    Change vs previous 13F +6,897 shares

    1.54% of the 13F portfolio, value $6,041,410.

    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 51,065 shares
    Change vs previous 13F -3,378 shares

    1.12% of the 13F portfolio, value $4,634,687.

    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 54,443 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,458,604.

    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).