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Disclosery

Compass Advisory Group LLC: DFLV position timeline

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

Compass Advisory Group LLC held 561,619 DFLV 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 561,619 shares
    Change vs previous 13F +7,249 shares

    5.28% of the 13F portfolio, value $22,206,434.

    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 554,370 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $19,796,563.

    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).