Skip to content
Disclosery

Compass Wealth Management LLC: TEL position timeline

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

Compass Wealth Management LLC held 11,924 TEL 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 11,924 shares
    Change vs previous 13F -9,120 shares

    0.45% of the 13F portfolio, value $2,403,998.

    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 21,044 shares
    Change vs previous 13F -6,545 shares

    1.09% of the 13F portfolio, value $4,398,617.

    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 27,589 shares
    Change vs previous 13F -9,140 shares

    1.57% of the 13F portfolio, value $6,276,774.

    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 36,729 shares
    Change vs previous 13F -1,480 shares

    1.8% of the 13F portfolio, value $8,063,173.

    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 38,209 shares
    Change vs previous 13F +1,398 shares

    1.53% of the 13F portfolio, value $6,444,713.

    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 36,811 shares
    Change vs previous 13F +4,605 shares

    1.33% of the 13F portfolio, value $5,202,131.

    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 32,206 shares
    Change vs previous 13F +17,869 shares

    1.11% of the 13F portfolio, value $4,604,492.

    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 14,337 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,168,042.

    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).