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Compass Wealth Management, LLC/GA: JAVA position timeline

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

Compass Wealth Management, LLC/GA held 35,667 JAVA 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 35,667 shares
    Change vs previous 13F -893 shares

    1.13% of the 13F portfolio, value $2,832,332.

    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 36,560 shares
    Change vs previous 13F -20,766 shares

    1.12% of the 13F portfolio, value $2,623,181.

    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 57,326 shares
    Change vs previous 13F -15,825 shares

    1.69% of the 13F portfolio, value $4,111,454.

    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 73,151 shares
    Change vs previous 13F -1,664 shares

    2.23% of the 13F portfolio, value $5,044,609.

    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 74,815 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $4,900,354.

    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).