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
- period ended2026-06-3013F 42,902 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,426 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,637 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,944 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,744 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 74,150 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 75,390 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).