Skip to content
Disclosery

Compass Wealth Management LLC: FCX position timeline

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

Compass Wealth Management LLC held 21,425 FCX 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 21,425 shares
    Change vs previous 13F -1,125 shares

    0.25% of the 13F portfolio, value $1,347,419.

    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 22,550 shares
    Change vs previous 13F -1,851 shares

    0.33% of the 13F portfolio, value $1,325,489.

    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 24,401 shares
    Change vs previous 13F -950 shares

    0.31% of the 13F portfolio, value $1,239,327.

    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 25,351 shares
    Change vs previous 13F -950 shares

    0.22% of the 13F portfolio, value $994,267.

    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 26,301 shares
    Change vs previous 13F -6,485 shares

    0.27% of the 13F portfolio, value $1,140,149.

    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 32,786 shares
    Change vs previous 13F -9,006 shares

    0.32% of the 13F portfolio, value $1,241,278.

    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 41,792 shares
    Change vs previous 13F -1,310 shares

    0.38% of the 13F portfolio, value $1,591,440.

    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 43,102 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,151,652.

    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).