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Compass Wealth Management, LLC/GA: MBB position timeline

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

Compass Wealth Management, LLC/GA held 152,072 MBB 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 152,072 shares
    Change vs previous 13F +8,061 shares

    5.73% of the 13F portfolio, value $14,373,815.

    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 144,011 shares
    Change vs previous 13F +3,994 shares

    5.84% of the 13F portfolio, value $13,673,935.

    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 140,017 shares
    Change vs previous 13F +31,552 shares

    5.49% of the 13F portfolio, value $13,332,512.

    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 108,465 shares
    Change vs previous 13F +21,557 shares

    4.57% of the 13F portfolio, value $10,320,575.

    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 86,908 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $8,159,764.

    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).