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Disclosery

Compass Wealth Management LLC: SPSM position timeline

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

Compass Wealth Management LLC held 77,747 SPSM 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 77,747 shares
    Change vs previous 13F -5,503 shares

    0.85% of the 13F portfolio, value $4,483,657.

    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 83,250 shares
    Change vs previous 13F +2,419 shares

    0.99% of the 13F portfolio, value $4,022,651.

    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 80,831 shares
    Change vs previous 13F +2,997 shares

    0.94% of the 13F portfolio, value $3,787,741.

    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 77,834 shares
    Change vs previous 13F +6,987 shares

    0.8% of the 13F portfolio, value $3,605,271.

    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 70,847 shares
    Change vs previous 13F +7,012 shares

    0.72% of the 13F portfolio, value $3,018,084.

    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 63,835 shares
    Change vs previous 13F +5,515 shares

    0.66% of the 13F portfolio, value $2,601,927.

    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 58,320 shares
    Change vs previous 13F -9,042 shares

    0.63% of the 13F portfolio, value $2,619,724.

    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 67,362 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,065,634.

    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).