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Disclosery

Compass Wealth Management, LLC/GA: VGSH position timeline

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

Compass Wealth Management, LLC/GA held 212,077 VGSH 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 212,077 shares
    Change vs previous 13F -6,710 shares

    4.92% of the 13F portfolio, value $12,342,876.

    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 218,787 shares
    Change vs previous 13F -196,552 shares

    5.47% of the 13F portfolio, value $12,807,840.

    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 415,339 shares
    Change vs previous 13F -15,172 shares

    10.04% of the 13F portfolio, value $24,392,881.

    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 430,511 shares
    Change vs previous 13F +301,988 shares

    11.22% of the 13F portfolio, value $25,335,781.

    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 128,523 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $7,554,601.

    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).