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Disclosery

Compass Wealth Management LLC: WMB position timeline

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

Compass Wealth Management LLC held 68,048 WMB 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 68,048 shares
    Change vs previous 13F -400 shares

    0.96% of the 13F portfolio, value $5,058,689.

    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 68,448 shares
    Change vs previous 13F -900 shares

    1.23% of the 13F portfolio, value $4,981,646.

    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 69,348 shares
    Change vs previous 13F -625 shares

    1.04% of the 13F portfolio, value $4,168,509.

    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 69,973 shares
    Change vs previous 13F -1,260 shares

    0.99% of the 13F portfolio, value $4,432,790.

    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 71,233 shares
    Change vs previous 13F -17,108 shares

    1.07% of the 13F portfolio, value $4,474,145.

    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 88,341 shares
    Change vs previous 13F -17,333 shares

    1.35% of the 13F portfolio, value $5,279,259.

    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 105,674 shares
    Change vs previous 13F -9,500 shares

    1.38% of the 13F portfolio, value $5,719,077.

    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 115,174 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,257,694.

    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).