Skip to content
Disclosery

Compass Wealth Management LLC: LSCC position timeline

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

Compass Wealth Management LLC held 12,315 LSCC 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 12,315 shares
    Change vs previous 13F -8,303 shares

    0.36% of the 13F portfolio, value $1,883,703.

    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 20,618 shares
    Change vs previous 13F -26,119 shares

    0.47% of the 13F portfolio, value $1,912,526.

    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 46,737 shares
    Change vs previous 13F +7,087 shares

    0.86% of the 13F portfolio, value $3,438,909.

    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 39,650 shares
    Change vs previous 13F -25 shares

    0.65% of the 13F portfolio, value $2,907,138.

    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 39,675 shares
    Change vs previous 13F +12,875 shares

    0.46% of the 13F portfolio, value $1,943,679.

    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 26,800 shares
    Change vs previous 13F +3,430 shares

    0.36% of the 13F portfolio, value $1,405,660.

    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 23,370 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,323,911.

    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).