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Disclosery

Compass Wealth Management LLC: FIS position timeline

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

Compass Wealth Management LLC held 20,986 FIS 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 20,986 shares
    Change vs previous 13F -42,783 shares

    0.15% of the 13F portfolio, value $815,936.

    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 63,769 shares
    Change vs previous 13F -16,041 shares

    0.74% of the 13F portfolio, value $2,991,404.

    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 79,810 shares
    Change vs previous 13F +1,468 shares

    1.32% of the 13F portfolio, value $5,304,173.

    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 78,342 shares
    Change vs previous 13F +326 shares

    1.15% of the 13F portfolio, value $5,165,846.

    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 78,016 shares
    Change vs previous 13F +222 shares

    1.51% of the 13F portfolio, value $6,351,268.

    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 77,794 shares
    Change vs previous 13F +9,251 shares

    1.48% of the 13F portfolio, value $5,809,651.

    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 68,543 shares
    Change vs previous 13F +226 shares

    1.33% of the 13F portfolio, value $5,536,215.

    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 68,317 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,721,582.

    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).