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Disclosery

Compass Advisory Group LLC: IOCT position timeline

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

Compass Advisory Group LLC held 11,039 IOCT 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 11,039 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $408,333.

    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 11,039 shares
    Change vs previous 13F +1,290 shares

    0.1% of the 13F portfolio, value $386,917.

    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 9,749 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $339,850.

    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 9,749 shares
    Change vs previous 13F -6,790 shares

    0.09% of the 13F portfolio, value $333,123.

    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 16,539 shares
    Change vs previous 13F +3,250 shares

    0.17% of the 13F portfolio, value $543,696.

    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 13,289 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $407,308.

    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).