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Compass Wealth Management, LLC/GA: XLRE position timeline

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

Compass Wealth Management, LLC/GA held 65,379 XLRE 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 65,379 shares
    Change vs previous 13F +1,385 shares

    1.15% of the 13F portfolio, value $2,878,646.

    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 63,994 shares
    Change vs previous 13F +5,637 shares

    1.12% of the 13F portfolio, value $2,612,902.

    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 58,357 shares
    Change vs previous 13F +7,360 shares

    0.97% of the 13F portfolio, value $2,354,724.

    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 50,997 shares
    Change vs previous 13F +3,206 shares

    0.95% of the 13F portfolio, value $2,148,527.

    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 47,791 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,979,513.

    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).