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Disclosery

Compass Wealth Management LLC: CP position timeline

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

Compass Wealth Management LLC held 65,129 CP 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 65,129 shares
    Change vs previous 13F -2,384 shares

    1.07% of the 13F portfolio, value $5,643,428.

    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 67,513 shares
    Change vs previous 13F +2,364 shares

    1.31% of the 13F portfolio, value $5,296,429.

    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 65,149 shares
    Change vs previous 13F +1,479 shares

    1.2% of the 13F portfolio, value $4,803,221.

    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 63,670 shares
    Change vs previous 13F +634 shares

    1.06% of the 13F portfolio, value $4,743,664.

    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 63,036 shares
    Change vs previous 13F +1,472 shares

    1.19% of the 13F portfolio, value $4,998,333.

    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 61,564 shares
    Change vs previous 13F +3,247 shares

    1.1% of the 13F portfolio, value $4,320,297.

    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 58,317 shares
    Change vs previous 13F +1,372 shares

    1.02% of the 13F portfolio, value $4,220,880.

    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 56,945 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,876,241.

    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).