Skip to content
Disclosery

Compton Wealth Advisory Group, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compton Wealth Advisory Group, LLC on IWR, newest first. How the timeline and the estimate are built.

Compton Wealth Advisory Group, LLC held 15,953 IWR 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 15,953 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $1,757,691.

    13F-HR 0001761044-26-000009 filed by Compton Wealth Advisory Group, LLC
    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 15,952 shares
    Change vs previous 13F +51 shares

    0.35% of the 13F portfolio, value $1,561,859.

    13F-HR 0001761044-26-000005 filed by Compton Wealth Advisory Group, LLC
    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 15,901 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,530,794.

    13F-HR 0001761044-26-000002 filed by Compton Wealth Advisory Group, LLC
    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 15,900 shares
    Change vs previous 13F +76 shares

    0.36% of the 13F portfolio, value $1,535,111.

    13F-HR 0001761044-25-000014 filed by Compton Wealth Advisory Group, LLC
    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 15,824 shares
    Change vs previous 13F +56 shares

    0.37% of the 13F portfolio, value $1,455,288.

    13F-HR 0001761044-25-000012 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,768 shares
    Change vs previous 13F -58 shares

    0.37% of the 13F portfolio, value $1,341,341.

    13F-HR 0001761044-25-000008 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,826 shares
    Change vs previous 13F +46 shares

    0.36% of the 13F portfolio, value $1,399,059.

    13F-HR 0001761044-25-000002 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,780 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,390,869.

    13F-HR 0001761044-24-000007 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).