Skip to content
Disclosery

Compass Wealth Management LLC: EMR position timeline

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

Compass Wealth Management LLC held 12,918 EMR 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 12,918 shares
    Change vs previous 13F -200 shares

    0.35% of the 13F portfolio, value $1,849,212.

    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 13,118 shares
    Change vs previous 13F -308 shares

    0.42% of the 13F portfolio, value $1,718,721.

    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 13,426 shares
    Change vs previous 13F -205 shares

    0.44% of the 13F portfolio, value $1,781,899.

    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 13,631 shares
    Change vs previous 13F -518 shares

    0.4% of the 13F portfolio, value $1,788,115.

    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 14,149 shares
    Change vs previous 13F -276 shares

    0.45% of the 13F portfolio, value $1,886,487.

    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 14,425 shares
    Change vs previous 13F -1,075 shares

    0.4% of the 13F portfolio, value $1,581,557.

    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 15,500 shares
    Change vs previous 13F -710 shares

    0.46% of the 13F portfolio, value $1,920,915.

    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 16,210 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,772,888.

    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).