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Compass Advisory Group LLC: IJUL position timeline

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

Compass Advisory Group LLC held 21,338 IJUL 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 21,338 shares
    Change vs previous 13F +983 shares

    0.18% of the 13F portfolio, value $767,528.

    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 20,355 shares
    Change vs previous 13F -410,842 shares

    0.18% of the 13F portfolio, value $686,983.

    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 431,197 shares
    Change vs previous 13F +15,660 shares

    3.9% of the 13F portfolio, value $14,448,506.

    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 415,537 shares
    Change vs previous 13F +403,208 shares

    3.81% of the 13F portfolio, value $13,582,159.

    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 12,329 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $393,788.

    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 12,329 shares
    Change vs previous 13F -530 shares

    0.12% of the 13F portfolio, value $359,020.

    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 12,859 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $356,143.

    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 12,859 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $378,136.

    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).