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Disclosery

Compass Wealth Management LLC: STZ position timeline

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

Compass Wealth Management LLC held 58,247 STZ 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 58,247 shares
    Change vs previous 13F +2,244 shares

    1.53% of the 13F portfolio, value $8,101,576.

    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 56,003 shares
    Change vs previous 13F +2,316 shares

    2.08% of the 13F portfolio, value $8,400,450.

    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 53,687 shares
    Change vs previous 13F -9,011 shares

    1.85% of the 13F portfolio, value $7,406,659.

    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 62,698 shares
    Change vs previous 13F +10,841 shares

    1.89% of the 13F portfolio, value $8,443,583.

    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 51,857 shares
    Change vs previous 13F +8,214 shares

    2.01% of the 13F portfolio, value $8,436,033.

    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 43,643 shares
    Change vs previous 13F +6,436 shares

    2.04% of the 13F portfolio, value $8,009,399.

    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 37,207 shares
    Change vs previous 13F -632 shares

    1.98% of the 13F portfolio, value $8,222,692.

    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 37,839 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $9,750,630.

    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).