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Disclosery

Compass Wealth Management LLC: SMG position timeline

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

Compass Wealth Management LLC held 128,123 SMG 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 128,123 shares
    Change vs previous 13F +5,656 shares

    1.65% of the 13F portfolio, value $8,726,458.

    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 122,467 shares
    Change vs previous 13F +4,233 shares

    1.84% of the 13F portfolio, value $7,447,219.

    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 118,234 shares
    Change vs previous 13F +22,513 shares

    1.72% of the 13F portfolio, value $6,898,954.

    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 95,721 shares
    Change vs previous 13F +3,823 shares

    1.22% of the 13F portfolio, value $5,451,288.

    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 91,898 shares
    Change vs previous 13F +17,775 shares

    1.44% of the 13F portfolio, value $6,061,577.

    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 74,123 shares
    Change vs previous 13F +4,000 shares

    1.04% of the 13F portfolio, value $4,068,599.

    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 70,123 shares
    Change vs previous 13F +2,497 shares

    1.12% of the 13F portfolio, value $4,651,945.

    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 67,626 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $5,863,140.

    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).