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Disclosery

Compass Advisory Group LLC: DFAT position timeline

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

Compass Advisory Group LLC held 23,253 DFAT 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 23,253 shares
    Change vs previous 13F +235 shares

    0.39% of the 13F portfolio, value $1,625,393.

    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 23,018 shares
    Change vs previous 13F +2,742 shares

    0.38% of the 13F portfolio, value $1,437,475.

    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 20,276 shares
    Change vs previous 13F +1,915 shares

    0.33% of the 13F portfolio, value $1,207,253.

    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 18,361 shares
    Change vs previous 13F +582 shares

    0.3% of the 13F portfolio, value $1,068,816.

    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 17,779 shares
    Change vs previous 13F -5,579 shares

    0.3% of the 13F portfolio, value $959,364.

    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 23,358 shares
    Change vs previous 13F +5,162 shares

    0.42% of the 13F portfolio, value $1,202,705.

    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 18,196 shares
    Change vs previous 13F -172,084 shares

    0.36% of the 13F portfolio, value $1,012,808.

    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 190,280 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $10,585,278.

    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).