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Compass Advisory Group LLC: KJUL position timeline

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

Compass Advisory Group LLC held 53,362 KJUL 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 53,362 shares
    Change vs previous 13F -755 shares

    0.43% of the 13F portfolio, value $1,812,707.

    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 54,117 shares
    Change vs previous 13F -429,608 shares

    0.46% of the 13F portfolio, value $1,733,357.

    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 483,725 shares
    Change vs previous 13F +15,196 shares

    4.14% of the 13F portfolio, value $15,334,421.

    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 468,529 shares
    Change vs previous 13F +422,445 shares

    4.07% of the 13F portfolio, value $14,505,658.

    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 46,084 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,345,422.

    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 46,084 shares
    Change vs previous 13F -775 shares

    0.45% of the 13F portfolio, value $1,288,767.

    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 46,859 shares
    Change vs previous 13F +840 shares

    0.49% of the 13F portfolio, value $1,379,295.

    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 46,019 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,340,529.

    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).