Compass Advisory Group LLC: KJAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Advisory Group LLC on KJAN, newest first. How the timeline and the estimate are built.
Compass Advisory Group LLC held 618,790 KJAN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 618,790 sharesChange vs previous 13F +3,713 shares
6.71% of the 13F portfolio, value $28,235,388.
13F-HR 0001951757-26-001218 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 615,077 sharesChange vs previous 13F +332,275 shares
6.87% of the 13F portfolio, value $25,662,243.
13F-HR 0001951757-26-000674 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 282,802 sharesChange vs previous 13F +2,477 shares
3.16% of the 13F portfolio, value $11,713,659.
13F-HR 0001951757-26-000269 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 280,325 sharesChange vs previous 13F -261,039 shares
3.17% of the 13F portfolio, value $11,312,515.
13F-HR 0001951757-25-001302 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 541,364 sharesChange vs previous 13F +4,519 shares
6.42% of the 13F portfolio, value $20,290,323.
13F-HR 0001951757-25-000977 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 536,845 sharesChange vs previous 13F +47,921 shares
6.68% of the 13F portfolio, value $19,186,840.
13F-HR 0001951757-25-000545 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 488,924 sharesChange vs previous 13F -75,229 shares
6.54% of the 13F portfolio, value $18,261,311.
13F-HR 0001951757-25-000111 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 564,153 sharesChange vs previous 13F not available
8.13% of the 13F portfolio, value $20,913,152.
13F-HR 0001951757-24-001100 filed by Compass Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).