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Compass Wealth Management, LLC/GA: XLE position timeline

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

Compass Wealth Management, LLC/GA held 82,385 XLE 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 82,385 shares
    Change vs previous 13F +2,786 shares

    1.74% of the 13F portfolio, value $4,375,467.

    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 79,599 shares
    Change vs previous 13F +5,304 shares

    2.08% of the 13F portfolio, value $4,876,235.

    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 74,295 shares
    Change vs previous 13F +41,830 shares

    1.37% of the 13F portfolio, value $3,321,729.

    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 32,465 shares
    Change vs previous 13F +2,469 shares

    1.28% of the 13F portfolio, value $2,900,423.

    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 29,996 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,543,961.

    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).