Compass Wealth Management LLC: VRNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on VRNS, newest first. How the timeline and the estimate are built.
Compass Wealth Management LLC held 0 VRNS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -31,023 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 31,023 sharesChange vs previous 13F -33,255 shares
0.16% of the 13F portfolio, value $666,064.
13F-HR 0001965653-26-000002 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 64,278 sharesChange vs previous 13F -30,815 shares
0.53% of the 13F portfolio, value $2,108,319.
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).
- period ended2025-09-3013F 95,093 sharesChange vs previous 13F +1,175 shares
1.22% of the 13F portfolio, value $5,464,995.
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 93,918 sharesChange vs previous 13F +22,250 shares
1.14% of the 13F portfolio, value $4,766,339.
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 71,668 sharesChange vs previous 13F -3,770 shares
0.74% of the 13F portfolio, value $2,898,971.
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 75,438 sharesChange vs previous 13F -255 shares
0.81% of the 13F portfolio, value $3,351,711.
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 75,693 sharesChange vs previous 13F not available
1.01% of the 13F portfolio, value $4,276,655.
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).