Skip to content
Disclosery

Compass Wealth Management LLC: TRV position timeline

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

Compass Wealth Management LLC held 11,965 TRV 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 11,965 shares
    Change vs previous 13F -20 shares

    0.75% of the 13F portfolio, value $3,949,969.

    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 11,985 shares
    Change vs previous 13F +541 shares

    0.86% of the 13F portfolio, value $3,495,834.

    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 11,444 shares
    Change vs previous 13F -180 shares

    0.83% of the 13F portfolio, value $3,319,471.

    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 11,624 shares
    Change vs previous 13F -25 shares

    0.72% of the 13F portfolio, value $3,245,783.

    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 11,649 shares
    Change vs previous 13F -143 shares

    0.74% of the 13F portfolio, value $3,116,674.

    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 11,792 shares
    Change vs previous 13F -200 shares

    0.8% of the 13F portfolio, value $3,118,587.

    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 11,992 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,888,800.

    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 11,992 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,807,590.

    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).