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Compass Wealth Management, LLC/GA: XLF position timeline

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

Compass Wealth Management, LLC/GA held 223,162 XLF 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 223,162 shares
    Change vs previous 13F +5,319 shares

    4.77% of the 13F portfolio, value $11,963,715.

    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 217,843 shares
    Change vs previous 13F +19,506 shares

    4.59% of the 13F portfolio, value $10,754,909.

    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 198,337 shares
    Change vs previous 13F +22,067 shares

    4.47% of the 13F portfolio, value $10,862,917.

    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 176,270 shares
    Change vs previous 13F +10,714 shares

    4.21% of the 13F portfolio, value $9,495,665.

    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 165,556 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $8,670,168.

    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).