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Compass Wealth Management, LLC/GA: LVHI position timeline

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

Compass Wealth Management, LLC/GA held 360,154 LVHI 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 360,154 shares
    Change vs previous 13F -2,945 shares

    5.83% of the 13F portfolio, value $14,616,866.

    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 363,099 shares
    Change vs previous 13F -17,345 shares

    6.29% of the 13F portfolio, value $14,720,064.

    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 380,444 shares
    Change vs previous 13F -17,131 shares

    5.77% of the 13F portfolio, value $14,007,958.

    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 397,575 shares
    Change vs previous 13F -4,968 shares

    6.12% of the 13F portfolio, value $13,815,911.

    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 402,543 shares
    Change vs previous 13F not available

    7.01% of the 13F portfolio, value $13,102,766.

    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).