Skip to content
Disclosery

Compass Wealth Management LLC: MSFT position timeline

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

Compass Wealth Management LLC held 13,195 MSFT 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 13,195 shares
    Change vs previous 13F -73 shares

    0.93% of the 13F portfolio, value $4,921,969.

    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 13,268 shares
    Change vs previous 13F -322 shares

    1.21% of the 13F portfolio, value $4,911,572.

    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 13,590 shares
    Change vs previous 13F +358 shares

    1.64% of the 13F portfolio, value $6,572,396.

    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 13,232 shares
    Change vs previous 13F -679 shares

    1.53% of the 13F portfolio, value $6,853,757.

    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 13,911 shares
    Change vs previous 13F -291 shares

    1.65% of the 13F portfolio, value $6,919,535.

    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 14,202 shares
    Change vs previous 13F +994 shares

    1.36% of the 13F portfolio, value $5,331,379.

    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 13,208 shares
    Change vs previous 13F -178 shares

    1.34% of the 13F portfolio, value $5,567,139.

    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 13,386 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $5,759,964.

    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).