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Disclosery

Compass Wealth Management LLC: WMT position timeline

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

Compass Wealth Management LLC held 53,931 WMT 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 53,931 shares
    Change vs previous 13F -566 shares

    1.16% of the 13F portfolio, value $6,108,226.

    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 54,497 shares
    Change vs previous 13F -3,185 shares

    1.67% of the 13F portfolio, value $6,772,888.

    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 57,682 shares
    Change vs previous 13F -1,655 shares

    1.6% of the 13F portfolio, value $6,426,352.

    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 59,337 shares
    Change vs previous 13F -430 shares

    1.37% of the 13F portfolio, value $6,115,272.

    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 59,767 shares
    Change vs previous 13F -1,653 shares

    1.39% of the 13F portfolio, value $5,844,018.

    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 61,420 shares
    Change vs previous 13F -2,225 shares

    1.37% of the 13F portfolio, value $5,392,062.

    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 63,645 shares
    Change vs previous 13F -920 shares

    1.38% of the 13F portfolio, value $5,750,326.

    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 64,565 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,213,624.

    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).