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Compass Wealth Management LLC: NUE position timeline

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

Compass Wealth Management LLC held 19,781 NUE 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 19,781 shares
    Change vs previous 13F -1,273 shares

    0.83% of the 13F portfolio, value $4,406,218.

    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 21,054 shares
    Change vs previous 13F +2,725 shares

    0.88% of the 13F portfolio, value $3,560,232.

    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 18,329 shares
    Change vs previous 13F +1,101 shares

    0.75% of the 13F portfolio, value $2,989,644.

    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 17,228 shares
    Change vs previous 13F -25 shares

    0.52% of the 13F portfolio, value $2,333,237.

    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 17,253 shares
    Change vs previous 13F -2,537 shares

    0.53% of the 13F portfolio, value $2,235,001.

    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 19,790 shares
    Change vs previous 13F -1,250 shares

    0.61% of the 13F portfolio, value $2,381,572.

    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 21,040 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,455,621.

    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 21,040 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,163,208.

    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).