Skip to content
Disclosery

Compass Wealth Management LLC: IJR position timeline

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

Compass Wealth Management LLC held 13,752 IJR 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 13,752 shares
    Change vs previous 13F -772 shares

    0.39% of the 13F portfolio, value $2,039,560.

    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 14,524 shares
    Change vs previous 13F -869 shares

    0.45% of the 13F portfolio, value $1,805,479.

    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 15,393 shares
    Change vs previous 13F -759 shares

    0.46% of the 13F portfolio, value $1,849,931.

    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 16,152 shares
    Change vs previous 13F -179 shares

    0.43% of the 13F portfolio, value $1,919,299.

    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 16,331 shares
    Change vs previous 13F -1,297 shares

    0.43% of the 13F portfolio, value $1,784,769.

    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 17,628 shares
    Change vs previous 13F -45 shares

    0.47% of the 13F portfolio, value $1,843,312.

    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 17,673 shares
    Change vs previous 13F -749 shares

    0.49% of the 13F portfolio, value $2,036,341.

    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 18,422 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,154,680.

    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).