Skip to content
Disclosery

Compass Wealth Management, LLC/GA: XLU position timeline

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

Compass Wealth Management, LLC/GA held 78,385 XLU 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 78,385 shares
    Change vs previous 13F +1,050 shares

    1.42% of the 13F portfolio, value $3,553,976.

    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 77,335 shares
    Change vs previous 13F +5,495 shares

    1.52% of the 13F portfolio, value $3,548,903.

    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 71,840 shares
    Change vs previous 13F +39,022 shares

    1.26% of the 13F portfolio, value $3,066,850.

    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 32,818 shares
    Change vs previous 13F +1,962 shares

    1.27% of the 13F portfolio, value $2,862,058.

    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 30,856 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,519,701.

    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).