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Disclosery

Compass Wealth Management LLC: PNR position timeline

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

Compass Wealth Management LLC held 29,022 PNR 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 29,022 shares
    Change vs previous 13F -2,650 shares

    0.42% of the 13F portfolio, value $2,224,827.

    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 31,672 shares
    Change vs previous 13F -2,099 shares

    0.68% of the 13F portfolio, value $2,758,948.

    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 33,771 shares
    Change vs previous 13F -1,226 shares

    0.88% of the 13F portfolio, value $3,516,912.

    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 34,997 shares
    Change vs previous 13F -468 shares

    0.87% of the 13F portfolio, value $3,876,247.

    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 35,465 shares
    Change vs previous 13F -250 shares

    0.87% of the 13F portfolio, value $3,640,818.

    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 35,715 shares
    Change vs previous 13F -350 shares

    0.8% of the 13F portfolio, value $3,124,332.

    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 36,065 shares
    Change vs previous 13F -4,520 shares

    0.87% of the 13F portfolio, value $3,629,563.

    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 40,585 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,968,789.

    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).