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Compass Advisory Group LLC: AAPL position timeline

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

Compass Advisory Group LLC held 14,013 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,013 shares
    Change vs previous 13F -68 shares

    0.96% of the 13F portfolio, value $4,054,867.

    13F-HR 0001951757-26-001218 filed by Compass 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 14,081 shares
    Change vs previous 13F +341 shares

    0.96% of the 13F portfolio, value $3,573,628.

    13F-HR 0001951757-26-000674 filed by Compass 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 13,740 shares
    Change vs previous 13F +261 shares

    1.01% of the 13F portfolio, value $3,735,315.

    13F-HR 0001951757-26-000269 filed by Compass 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 13,479 shares
    Change vs previous 13F +30 shares

    0.96% of the 13F portfolio, value $3,432,236.

    13F-HR 0001951757-25-001302 filed by Compass 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 13,449 shares
    Change vs previous 13F +4,329 shares

    0.87% of the 13F portfolio, value $2,759,348.

    13F-HR 0001951757-25-000977 filed by Compass 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 9,120 shares
    Change vs previous 13F -35 shares

    0.71% of the 13F portfolio, value $2,025,788.

    13F-HR 0001951757-25-000545 filed by Compass 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 9,155 shares
    Change vs previous 13F -97 shares

    0.82% of the 13F portfolio, value $2,292,478.

    13F-HR 0001951757-25-000111 filed by Compass 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 9,252 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,155,797.

    13F-HR 0001951757-24-001100 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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