Skip to content
Disclosery

Compass Wealth Management LLC: MDT position timeline

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

Compass Wealth Management LLC held 58,574 MDT 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 58,574 shares
    Change vs previous 13F +5,791 shares

    0.87% of the 13F portfolio, value $4,582,245.

    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 52,783 shares
    Change vs previous 13F +5,118 shares

    1.13% of the 13F portfolio, value $4,573,647.

    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 47,665 shares
    Change vs previous 13F +2,186 shares

    1.14% of the 13F portfolio, value $4,578,700.

    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 45,479 shares
    Change vs previous 13F +1,328 shares

    0.97% of the 13F portfolio, value $4,331,420.

    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 44,151 shares
    Change vs previous 13F -3,870 shares

    0.92% of the 13F portfolio, value $3,848,664.

    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 48,021 shares
    Change vs previous 13F -1,652 shares

    1.1% of the 13F portfolio, value $4,315,189.

    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 49,673 shares
    Change vs previous 13F -370 shares

    0.96% of the 13F portfolio, value $3,967,850.

    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 50,043 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,505,393.

    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).