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Disclosery

Compass Wealth Management LLC: SPMD position timeline

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

Compass Wealth Management LLC held 66,090 SPMD 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 66,090 shares
    Change vs previous 13F -7,602 shares

    0.84% of the 13F portfolio, value $4,465,062.

    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 73,692 shares
    Change vs previous 13F -2,535 shares

    1.08% of the 13F portfolio, value $4,364,016.

    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 76,227 shares
    Change vs previous 13F +3,041 shares

    1.1% of the 13F portfolio, value $4,414,306.

    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 73,186 shares
    Change vs previous 13F +6,829 shares

    0.93% of the 13F portfolio, value $4,185,508.

    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 66,357 shares
    Change vs previous 13F +4,674 shares

    0.86% of the 13F portfolio, value $3,608,476.

    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 61,683 shares
    Change vs previous 13F +9,575 shares

    0.8% of the 13F portfolio, value $3,156,928.

    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 52,108 shares
    Change vs previous 13F +1,388 shares

    0.69% of the 13F portfolio, value $2,849,777.

    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 50,720 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,773,383.

    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).