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Compass Wealth Management, LLC/GA: RSP position timeline

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

Compass Wealth Management, LLC/GA held 11,222 RSP 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 11,222 shares
    Change vs previous 13F -17 shares

    0.95% of the 13F portfolio, value $2,387,686.

    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 11,239 shares
    Change vs previous 13F -211 shares

    0.92% of the 13F portfolio, value $2,157,107.

    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 11,450 shares
    Change vs previous 13F -800 shares

    0.9% of the 13F portfolio, value $2,193,373.

    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 12,250 shares
    Change vs previous 13F -205 shares

    1.03% of the 13F portfolio, value $2,325,920.

    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 12,455 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,263,605.

    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).