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Disclosery

Compass Advisory Group LLC: OCTW position timeline

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

Compass Advisory Group LLC held 66,115 OCTW 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 66,115 shares
    Change vs previous 13F -1,473 shares

    0.64% of the 13F portfolio, value $2,704,765.

    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 67,588 shares
    Change vs previous 13F -160 shares

    0.7% of the 13F portfolio, value $2,600,110.

    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 67,748 shares
    Change vs previous 13F -300 shares

    0.71% of the 13F portfolio, value $2,642,172.

    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 68,048 shares
    Change vs previous 13F -1,315 shares

    0.73% of the 13F portfolio, value $2,608,314.

    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 69,363 shares
    Change vs previous 13F -470 shares

    0.81% of the 13F portfolio, value $2,567,125.

    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 69,833 shares
    Change vs previous 13F -1,394 shares

    0.85% of the 13F portfolio, value $2,452,535.

    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 71,227 shares
    Change vs previous 13F -500 shares

    0.91% of the 13F portfolio, value $2,532,604.

    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 71,727 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,517,618.

    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).