Compass Wealth Management LLC: COTY position timeline

Compass Wealth Management LLC held 0 COTY shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -629,975 shares

   13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 629,975 shares

   Change vs previous 13F +6,650 shares

   0.7% of the 13F portfolio, value $2,929,384.

   13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 623,325 shares

   Change vs previous 13F +155,450 shares

   0.87% of the 13F portfolio, value $3,409,588.

   13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 467,875 shares

   Change vs previous 13F -122,850 shares

   0.78% of the 13F portfolio, value $3,256,410.

   13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 590,725 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $5,546,908.

   13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).