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Disclosery

Compass Wealth Management LLC: WM position timeline

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

Compass Wealth Management LLC held 14,388 WM 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 14,388 shares
    Change vs previous 13F -170 shares

    0.61% of the 13F portfolio, value $3,206,798.

    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 14,558 shares
    Change vs previous 13F -220 shares

    0.83% of the 13F portfolio, value $3,345,283.

    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 14,778 shares
    Change vs previous 13F -211 shares

    0.81% of the 13F portfolio, value $3,246,875.

    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 14,989 shares
    Change vs previous 13F -37 shares

    0.74% of the 13F portfolio, value $3,310,021.

    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 15,026 shares
    Change vs previous 13F -5 shares

    0.82% of the 13F portfolio, value $3,438,250.

    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 15,031 shares
    Change vs previous 13F -25 shares

    0.89% of the 13F portfolio, value $3,479,827.

    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 15,056 shares
    Change vs previous 13F -175 shares

    0.73% of the 13F portfolio, value $3,038,151.

    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 15,231 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,161,956.

    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).