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Compass Wealth Management LLC: GOOGL position timeline

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

Compass Wealth Management LLC held 38,729 GOOGL 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 38,729 shares
    Change vs previous 13F -716 shares

    2.62% of the 13F portfolio, value $13,840,583.

    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 39,445 shares
    Change vs previous 13F -275 shares

    2.8% of the 13F portfolio, value $11,342,805.

    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 39,720 shares
    Change vs previous 13F -485 shares

    3.1% of the 13F portfolio, value $12,432,360.

    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 40,205 shares
    Change vs previous 13F -590 shares

    2.18% of the 13F portfolio, value $9,773,836.

    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 40,795 shares
    Change vs previous 13F +328 shares

    1.71% of the 13F portfolio, value $7,189,303.

    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 40,467 shares
    Change vs previous 13F -1,222 shares

    1.6% of the 13F portfolio, value $6,257,817.

    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 41,689 shares
    Change vs previous 13F -1,135 shares

    1.9% of the 13F portfolio, value $7,891,728.

    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 42,824 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $7,102,361.

    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).