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Compass Wealth Management LLC: GOOG position timeline

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

Compass Wealth Management LLC held 43,802 GOOG 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 43,802 shares
    Change vs previous 13F -1,098 shares

    2.93% of the 13F portfolio, value $15,476,561.

    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 44,900 shares
    Change vs previous 13F -707 shares

    3.18% of the 13F portfolio, value $12,880,014.

    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 45,607 shares
    Change vs previous 13F -183 shares

    3.57% of the 13F portfolio, value $14,311,477.

    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 45,790 shares
    Change vs previous 13F +145 shares

    2.49% of the 13F portfolio, value $11,152,168.

    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 45,645 shares
    Change vs previous 13F +8,424 shares

    1.93% of the 13F portfolio, value $8,096,977.

    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 37,221 shares
    Change vs previous 13F +536 shares

    1.48% of the 13F portfolio, value $5,815,046.

    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 36,685 shares
    Change vs previous 13F -490 shares

    1.68% of the 13F portfolio, value $6,986,302.

    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 37,175 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $6,215,298.

    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).