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Disclosery

Compass Wealth Management LLC: J position timeline

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

Compass Wealth Management LLC held 28,179 J 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 28,179 shares
    Change vs previous 13F -1,033 shares

    0.67% of the 13F portfolio, value $3,550,554.

    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 29,212 shares
    Change vs previous 13F +993 shares

    0.92% of the 13F portfolio, value $3,718,104.

    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 28,219 shares
    Change vs previous 13F +990 shares

    0.93% of the 13F portfolio, value $3,737,889.

    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 27,229 shares
    Change vs previous 13F -302 shares

    0.91% of the 13F portfolio, value $4,080,538.

    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 27,531 shares
    Change vs previous 13F +304 shares

    0.86% of the 13F portfolio, value $3,619,009.

    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 27,227 shares
    Change vs previous 13F +390 shares

    0.84% of the 13F portfolio, value $3,291,526.

    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 26,837 shares
    Change vs previous 13F +1,900 shares

    0.86% of the 13F portfolio, value $3,586,020.

    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 24,937 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,264,226.

    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).