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Compass Wealth Management LLC: CSCO position timeline

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

Compass Wealth Management LLC held 61,237 CSCO 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 61,237 shares
    Change vs previous 13F -2,431 shares

    1.36% of the 13F portfolio, value $7,192,840.

    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 63,668 shares
    Change vs previous 13F -3,347 shares

    1.22% of the 13F portfolio, value $4,940,035.

    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 67,015 shares
    Change vs previous 13F -1,884 shares

    1.29% of the 13F portfolio, value $5,162,166.

    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 68,899 shares
    Change vs previous 13F -5,659 shares

    1.05% of the 13F portfolio, value $4,714,078.

    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 74,558 shares
    Change vs previous 13F -3,153 shares

    1.23% of the 13F portfolio, value $5,172,805.

    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 77,711 shares
    Change vs previous 13F -2,832 shares

    1.22% of the 13F portfolio, value $4,795,561.

    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 80,543 shares
    Change vs previous 13F +9,254 shares

    1.15% of the 13F portfolio, value $4,768,161.

    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 71,289 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,794,001.

    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).