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Disclosery

Compass Wealth Management LLC: TSM position timeline

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

Compass Wealth Management LLC held 25,209 TSM 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 25,209 shares
    Change vs previous 13F -1,372 shares

    2.28% of the 13F portfolio, value $12,039,063.

    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 26,581 shares
    Change vs previous 13F -1,560 shares

    2.22% of the 13F portfolio, value $8,983,049.

    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 28,141 shares
    Change vs previous 13F -560 shares

    2.13% of the 13F portfolio, value $8,551,769.

    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 28,701 shares
    Change vs previous 13F -457 shares

    1.79% of the 13F portfolio, value $8,015,903.

    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 29,158 shares
    Change vs previous 13F -751 shares

    1.57% of the 13F portfolio, value $6,603,996.

    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 29,909 shares
    Change vs previous 13F -346 shares

    1.27% of the 13F portfolio, value $4,964,894.

    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 30,255 shares
    Change vs previous 13F -695 shares

    1.44% of the 13F portfolio, value $5,975,060.

    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 30,950 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $5,375,087.

    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).