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Disclosery

Compass Advisory Group LLC: COWG position timeline

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

Compass Advisory Group LLC held 27,380 COWG 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 27,380 shares
    Change vs previous 13F +23 shares

    0.26% of the 13F portfolio, value $1,099,209.

    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 27,357 shares
    Change vs previous 13F +954 shares

    0.25% of the 13F portfolio, value $922,988.

    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 26,403 shares
    Change vs previous 13F -125 shares

    0.25% of the 13F portfolio, value $931,287.

    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 26,528 shares
    Change vs previous 13F +18 shares

    0.27% of the 13F portfolio, value $962,952.

    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 26,510 shares
    Change vs previous 13F -2,696 shares

    0.29% of the 13F portfolio, value $930,772.

    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 29,206 shares
    Change vs previous 13F +34 shares

    0.31% of the 13F portfolio, value $899,245.

    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 29,172 shares
    Change vs previous 13F -308,245 shares

    0.34% of the 13F portfolio, value $936,130.

    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 337,417 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $9,704,845.

    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).