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Disclosery

Compass Wealth Management LLC: SPYM position timeline

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

Compass Wealth Management LLC held 95,428 SPYM 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 95,428 shares
    Change vs previous 13F +7,608 shares

    1.59% of the 13F portfolio, value $8,386,239.

    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 87,820 shares
    Change vs previous 13F +9,449 shares

    1.66% of the 13F portfolio, value $6,721,734.

    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 78,371 shares
    Change vs previous 13F +15,620 shares

    1.57% of the 13F portfolio, value $6,286,922.

    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 62,751 shares
    Change vs previous 13F +1,742 shares

    1.1% of the 13F portfolio, value $4,915,888.

    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 61,009 shares
    Change vs previous 13F -812 shares

    1.06% of the 13F portfolio, value $4,434,780.

    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 61,821 shares
    Change vs previous 13F -6,602 shares

    1.04% of the 13F portfolio, value $4,065,341.

    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 68,423 shares
    Change vs previous 13F +6,488 shares

    1.14% of the 13F portfolio, value $4,717,083.

    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 61,935 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,181,241.

    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).