Compass Wealth Management LLC: TGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on TGT, newest first. How the timeline and the estimate are built.
Compass Wealth Management LLC held 3,042 TGT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,042 sharesChange vs previous 13F +3,042 shares
0.08% of the 13F portfolio, value $397,316.
13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,392 shares
13F-HR 0001965653-26-000001 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,392 sharesChange vs previous 13F -160 shares
0.07% of the 13F portfolio, value $304,263.
13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,552 sharesChange vs previous 13F -2,615 shares
0.08% of the 13F portfolio, value $350,405.
13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,167 sharesChange vs previous 13F -606 shares
0.16% of the 13F portfolio, value $643,589.
13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,773 sharesChange vs previous 13F -441 shares
0.22% of the 13F portfolio, value $915,575.
13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,214 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,124,375.
13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).