Compass Wealth Management LLC: TSN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on TSN, newest first. How the timeline and the estimate are built.
Compass Wealth Management LLC held 8,850 TSN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,850 sharesChange vs previous 13F +8,850 shares
0.1% of the 13F portfolio, value $506,663.
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 -8,850 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 8,850 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $480,555.
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 8,850 sharesChange vs previous 13F -250 shares
0.12% of the 13F portfolio, value $495,069.
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 9,100 sharesChange vs previous 13F -525 shares
0.15% of the 13F portfolio, value $580,671.
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 9,625 sharesChange vs previous 13F -250 shares
0.13% of the 13F portfolio, value $552,860.
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 9,875 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $588,155.
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).