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Disclosery

Compass Wealth Management LLC: DHR position timeline

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

Compass Wealth Management LLC held 48,706 DHR 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 48,706 shares
    Change vs previous 13F -572 shares

    1.76% of the 13F portfolio, value $9,277,519.

    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 49,278 shares
    Change vs previous 13F -142 shares

    2.31% of the 13F portfolio, value $9,343,109.

    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 49,420 shares
    Change vs previous 13F +283 shares

    2.82% of the 13F portfolio, value $11,313,227.

    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 49,137 shares
    Change vs previous 13F +1,531 shares

    2.18% of the 13F portfolio, value $9,741,902.

    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 47,606 shares
    Change vs previous 13F +7,842 shares

    2.24% of the 13F portfolio, value $9,404,090.

    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 39,764 shares
    Change vs previous 13F +5,891 shares

    2.08% of the 13F portfolio, value $8,151,620.

    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 33,873 shares
    Change vs previous 13F +7,900 shares

    1.87% of the 13F portfolio, value $7,775,548.

    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 25,973 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $7,221,014.

    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).