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Compass Wealth Management, LLC/GA: XLB position timeline

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

Compass Wealth Management, LLC/GA held 65,604 XLB 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 65,604 shares
    Change vs previous 13F +1,221 shares

    1.33% of the 13F portfolio, value $3,334,658.

    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 64,383 shares
    Change vs previous 13F +4,747 shares

    1.37% of the 13F portfolio, value $3,217,265.

    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 59,636 shares
    Change vs previous 13F +33,429 shares

    1.11% of the 13F portfolio, value $2,704,520.

    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 26,207 shares
    Change vs previous 13F +1,568 shares

    1.04% of the 13F portfolio, value $2,348,672.

    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 24,639 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,163,573.

    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).