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Disclosery

Compass Wealth Management, LLC/GA: IDEV position timeline

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

Compass Wealth Management, LLC/GA held 80,187 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,187 shares
    Change vs previous 13F +4,959 shares

    2.85% of the 13F portfolio, value $7,137,445.

    13F-HR 0001172661-26-002724 filed by Compass Wealth Management, LLC/GA
    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 75,228 shares
    Change vs previous 13F +1,490 shares

    2.69% of the 13F portfolio, value $6,286,804.

    13F-HR 0001172661-26-002021 filed by Compass Wealth Management, LLC/GA
    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 73,738 shares
    Change vs previous 13F +5,708 shares

    2.5% of the 13F portfolio, value $6,081,910.

    13F-HR 0001172661-26-000972 filed by Compass Wealth Management, LLC/GA
    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 68,030 shares
    Change vs previous 13F +3,476 shares

    2.42% of the 13F portfolio, value $5,453,965.

    13F-HR 0001172661-25-004768 filed by Compass Wealth Management, LLC/GA
    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 64,554 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $4,908,686.

    13F-HR 0001172661-25-003425 filed by Compass Wealth Management, LLC/GA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).