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Disclosery

Compass Wealth Management LLC: HCA position timeline

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

Compass Wealth Management LLC held 11,026 HCA 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 11,026 shares
    Change vs previous 13F -25 shares

    0.81% of the 13F portfolio, value $4,298,928.

    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 11,051 shares
    Change vs previous 13F -849 shares

    1.29% of the 13F portfolio, value $5,229,776.

    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 11,900 shares
    Change vs previous 13F -132 shares

    1.39% of the 13F portfolio, value $5,555,634.

    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 12,032 shares
    Change vs previous 13F -715 shares

    1.14% of the 13F portfolio, value $5,128,039.

    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 12,747 shares
    Change vs previous 13F -260 shares

    1.16% of the 13F portfolio, value $4,883,376.

    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 13,007 shares
    Change vs previous 13F -2,139 shares

    1.15% of the 13F portfolio, value $4,494,569.

    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 15,146 shares
    Change vs previous 13F -475 shares

    1.09% of the 13F portfolio, value $4,546,072.

    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 15,621 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $6,348,844.

    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).