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Disclosery

Compass Wealth Management LLC: EOG position timeline

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

Compass Wealth Management LLC held 33,528 EOG 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 33,528 shares
    Change vs previous 13F -694 shares

    0.82% of the 13F portfolio, value $4,349,588.

    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 34,222 shares
    Change vs previous 13F +5,213 shares

    1.22% of the 13F portfolio, value $4,947,475.

    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 29,009 shares
    Change vs previous 13F +7,306 shares

    0.76% of the 13F portfolio, value $3,046,236.

    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 21,703 shares
    Change vs previous 13F +4,060 shares

    0.54% of the 13F portfolio, value $2,433,341.

    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 17,643 shares
    Change vs previous 13F -1,601 shares

    0.5% of the 13F portfolio, value $2,110,280.

    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 19,244 shares
    Change vs previous 13F -495 shares

    0.63% of the 13F portfolio, value $2,467,851.

    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 19,739 shares
    Change vs previous 13F -85 shares

    0.58% of the 13F portfolio, value $2,419,607.

    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 19,824 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,436,965.

    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).