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Disclosery

Compass Wealth Management LLC: MAR position timeline

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

Compass Wealth Management LLC held 17,524 MAR 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 17,524 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $6,494,220.

    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 17,524 shares
    Change vs previous 13F -335 shares

    1.42% of the 13F portfolio, value $5,731,575.

    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 17,859 shares
    Change vs previous 13F -290 shares

    1.38% of the 13F portfolio, value $5,540,577.

    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 18,149 shares
    Change vs previous 13F -55 shares

    1.06% of the 13F portfolio, value $4,726,726.

    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 18,204 shares
    Change vs previous 13F -325 shares

    1.18% of the 13F portfolio, value $4,973,515.

    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 18,529 shares
    Change vs previous 13F -878 shares

    1.13% of the 13F portfolio, value $4,413,608.

    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 19,407 shares
    Change vs previous 13F -260 shares

    1.3% of the 13F portfolio, value $5,413,389.

    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 19,667 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,889,217.

    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).