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Disclosery

Compass Advisory Group LLC: JULW position timeline

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

Compass Advisory Group LLC held 45,781 JULW 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 45,781 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,868,780.

    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 45,781 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,776,838.

    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 45,781 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,790,953.

    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 45,781 shares
    Change vs previous 13F -660 shares

    0.49% of the 13F portfolio, value $1,758,219.

    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 46,441 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,726,212.

    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 46,441 shares
    Change vs previous 13F -150 shares

    0.56% of the 13F portfolio, value $1,600,635.

    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 46,591 shares
    Change vs previous 13F -6,670 shares

    0.58% of the 13F portfolio, value $1,633,695.

    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 53,261 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,839,550.

    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).