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Disclosery

Compass Wealth Management LLC: OPCH position timeline

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

Compass Wealth Management LLC held 230,947 OPCH 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 230,947 shares
    Change vs previous 13F -3,551 shares

    0.92% of the 13F portfolio, value $4,842,959.

    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 234,498 shares
    Change vs previous 13F -1,051 shares

    1.56% of the 13F portfolio, value $6,312,687.

    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 235,549 shares
    Change vs previous 13F +3,496 shares

    1.87% of the 13F portfolio, value $7,504,592.

    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 232,053 shares
    Change vs previous 13F +47,275 shares

    1.44% of the 13F portfolio, value $6,441,792.

    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 184,778 shares
    Change vs previous 13F +18,700 shares

    1.43% of the 13F portfolio, value $6,001,590.

    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 166,078 shares
    Change vs previous 13F +13,600 shares

    1.48% of the 13F portfolio, value $5,804,427.

    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 152,478 shares
    Change vs previous 13F -40,650 shares

    0.85% of the 13F portfolio, value $3,537,490.

    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 193,128 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $6,044,907.

    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).