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Disclosery

Compass Wealth Management LLC: RTX position timeline

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

Compass Wealth Management LLC held 33,949 RTX 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 33,949 shares
    Change vs previous 13F +287 shares

    1.22% of the 13F portfolio, value $6,441,144.

    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 33,662 shares
    Change vs previous 13F -1,149 shares

    1.61% of the 13F portfolio, value $6,493,400.

    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 34,811 shares
    Change vs previous 13F -1,065 shares

    1.59% of the 13F portfolio, value $6,384,338.

    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 35,876 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $6,003,132.

    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 35,876 shares
    Change vs previous 13F -205 shares

    1.25% of the 13F portfolio, value $5,238,614.

    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 36,081 shares
    Change vs previous 13F -506 shares

    1.22% of the 13F portfolio, value $4,779,290.

    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 36,587 shares
    Change vs previous 13F -2,119 shares

    1.02% of the 13F portfolio, value $4,233,848.

    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 38,706 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,689,619.

    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).