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Disclosery

Compass Wealth Management LLC: RSP position timeline

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

Compass Wealth Management LLC held 112,435 RSP 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 112,435 shares
    Change vs previous 13F -4,429 shares

    4.53% of the 13F portfolio, value $23,922,795.

    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 116,864 shares
    Change vs previous 13F -4,436 shares

    5.54% of the 13F portfolio, value $22,428,539.

    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 121,300 shares
    Change vs previous 13F -2,393 shares

    5.79% of the 13F portfolio, value $23,236,228.

    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 123,693 shares
    Change vs previous 13F +2,006 shares

    5.24% of the 13F portfolio, value $23,464,641.

    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 121,687 shares
    Change vs previous 13F +3,184 shares

    5.27% of the 13F portfolio, value $22,115,455.

    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 118,503 shares
    Change vs previous 13F +4,104 shares

    5.23% of the 13F portfolio, value $20,528,317.

    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 114,399 shares
    Change vs previous 13F +5,491 shares

    4.83% of the 13F portfolio, value $20,046,162.

    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 108,908 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $19,511,970.

    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).