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Compass Wealth Management, LLC/GA: SCHM position timeline

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

Compass Wealth Management, LLC/GA held 5,755 SCHM 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 5,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $212,174.

    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 ยง4.2).