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Disclosery

Compass Wealth Management LLC: VFC position timeline

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

Compass Wealth Management LLC held 632,442 VFC 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 632,442 shares
    Change vs previous 13F +13,621 shares

    2% of the 13F portfolio, value $10,549,133.

    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 618,821 shares
    Change vs previous 13F +18,532 shares

    2.6% of the 13F portfolio, value $10,513,769.

    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 600,289 shares
    Change vs previous 13F +9,793 shares

    2.71% of the 13F portfolio, value $10,853,226.

    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 590,496 shares
    Change vs previous 13F +40,853 shares

    1.9% of the 13F portfolio, value $8,520,852.

    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 549,643 shares
    Change vs previous 13F +193,111 shares

    1.54% of the 13F portfolio, value $6,458,310.

    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 356,532 shares
    Change vs previous 13F +36,204 shares

    1.41% of the 13F portfolio, value $5,533,372.

    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 320,328 shares
    Change vs previous 13F +18,105 shares

    1.66% of the 13F portfolio, value $6,874,243.

    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 302,223 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $6,029,341.

    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).