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Compass Wealth Management LLC: PEP position timeline

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

Compass Wealth Management LLC held 17,702 PEP 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 17,702 shares
    Change vs previous 13F +1,120 shares

    0.45% of the 13F portfolio, value $2,396,851.

    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 16,582 shares
    Change vs previous 13F +1,510 shares

    0.64% of the 13F portfolio, value $2,575,019.

    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 15,072 shares
    Change vs previous 13F +4,374 shares

    0.54% of the 13F portfolio, value $2,163,134.

    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 10,698 shares
    Change vs previous 13F -300 shares

    0.34% of the 13F portfolio, value $1,502,428.

    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 10,998 shares
    Change vs previous 13F -22,290 shares

    0.35% of the 13F portfolio, value $1,452,176.

    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 33,288 shares
    Change vs previous 13F +1,014 shares

    1.27% of the 13F portfolio, value $4,991,189.

    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 32,274 shares
    Change vs previous 13F +8,480 shares

    1.18% of the 13F portfolio, value $4,907,585.

    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 23,794 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,046,170.

    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).