Skip to content

Compass Wealth Management LLC: GLW position timeline

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

Compass Wealth Management LLC held 42,902 GLW 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 42,902 shares
    Change vs previous 13F -10,524 shares

    2.07% of the 13F portfolio, value $10,958,458.

    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 53,426 shares
    Change vs previous 13F -8,211 shares

    1.8% of the 13F portfolio, value $7,264,334.

    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 61,637 shares
    Change vs previous 13F -2,307 shares

    1.35% of the 13F portfolio, value $5,396,936.

    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 63,944 shares
    Change vs previous 13F -3,800 shares

    1.17% of the 13F portfolio, value $5,245,327.

    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 67,744 shares
    Change vs previous 13F -4,131 shares

    0.85% of the 13F portfolio, value $3,562,657.

    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 71,875 shares
    Change vs previous 13F -2,275 shares

    0.84% of the 13F portfolio, value $3,290,438.

    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 74,150 shares
    Change vs previous 13F -1,240 shares

    0.85% of the 13F portfolio, value $3,523,608.

    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 75,390 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,403,859.

    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).