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Disclosery

Compass Advisory Group LLC: DFIV position timeline

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

Compass Advisory Group LLC held 12,772 DFIV 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 12,772 shares
    Change vs previous 13F +2,866 shares

    0.16% of the 13F portfolio, value $689,935.

    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 9,906 shares
    Change vs previous 13F +4,364 shares

    0.14% of the 13F portfolio, value $522,817.

    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 5,542 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $276,535.

    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).