Skip to content
Disclosery

Compass Wealth Management LLC: NVS position timeline

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

Compass Wealth Management LLC held 12,747 NVS 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 12,747 shares
    Change vs previous 13F -100 shares

    0.38% of the 13F portfolio, value $1,997,710.

    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 12,847 shares
    Change vs previous 13F -100 shares

    0.49% of the 13F portfolio, value $1,962,380.

    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 12,947 shares
    Change vs previous 13F -250 shares

    0.45% of the 13F portfolio, value $1,785,003.

    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 13,197 shares
    Change vs previous 13F -125 shares

    0.38% of the 13F portfolio, value $1,692,384.

    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 13,322 shares
    Change vs previous 13F -878 shares

    0.38% of the 13F portfolio, value $1,612,096.

    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 14,200 shares
    Change vs previous 13F -800 shares

    0.4% of the 13F portfolio, value $1,583,016.

    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 15,000 shares
    Change vs previous 13F -1,625 shares

    0.35% of the 13F portfolio, value $1,459,650.

    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 16,625 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,912,208.

    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).