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Compass Advisory Group LLC: CALF position timeline

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

Compass Advisory Group LLC held 416,688 CALF 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 416,688 shares
    Change vs previous 13F +4,351 shares

    5.01% of the 13F portfolio, value $21,088,587.

    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 412,337 shares
    Change vs previous 13F +2,203 shares

    4.95% of the 13F portfolio, value $18,501,567.

    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 410,134 shares
    Change vs previous 13F +1,808 shares

    4.95% of the 13F portfolio, value $18,333,587.

    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 408,326 shares
    Change vs previous 13F +10,586 shares

    5.02% of the 13F portfolio, value $17,876,507.

    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 397,740 shares
    Change vs previous 13F +40,583 shares

    5.01% of the 13F portfolio, value $15,836,036.

    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 357,157 shares
    Change vs previous 13F -5,928 shares

    4.66% of the 13F portfolio, value $13,393,392.

    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 363,085 shares
    Change vs previous 13F +333,190 shares

    5.74% of the 13F portfolio, value $16,030,768.

    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 29,895 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,395,095.

    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).