Skip to content
Disclosery

Compass Advisory Group LLC: PBJA position timeline

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

Compass Advisory Group LLC held 308,421 PBJA 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 308,421 shares
    Change vs previous 13F +2,689 shares

    2.37% of the 13F portfolio, value $9,957,125.

    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 305,732 shares
    Change vs previous 13F +135,416 shares

    2.49% of the 13F portfolio, value $9,302,324.

    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 170,316 shares
    Change vs previous 13F +6,499 shares

    1.42% of the 13F portfolio, value $5,259,358.

    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 163,817 shares
    Change vs previous 13F -748,602 shares

    1.38% of the 13F portfolio, value $4,934,070.

    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 912,419 shares
    Change vs previous 13F +4,706 shares

    8.4% of the 13F portfolio, value $26,542,634.

    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 907,713 shares
    Change vs previous 13F +147,292 shares

    8.74% of the 13F portfolio, value $25,101,805.

    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 760,421 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $21,284,184.

    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).