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Compass Wealth Management LLC: SBUX position timeline

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

Compass Wealth Management LLC held 86,114 SBUX 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 86,114 shares
    Change vs previous 13F -684 shares

    1.67% of the 13F portfolio, value $8,799,990.

    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 86,798 shares
    Change vs previous 13F -325 shares

    1.92% of the 13F portfolio, value $7,776,233.

    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 87,123 shares
    Change vs previous 13F +7,930 shares

    1.83% of the 13F portfolio, value $7,336,628.

    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 79,193 shares
    Change vs previous 13F +19,877 shares

    1.5% of the 13F portfolio, value $6,699,761.

    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 59,316 shares
    Change vs previous 13F +57,717 shares

    1.29% of the 13F portfolio, value $5,435,170.

    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 1,599 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $156,830.

    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 1,598 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $145,849.

    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 1,598 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $155,770.

    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).