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Disclosery

Compass Advisory Group LLC: PDEC position timeline

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

Compass Advisory Group LLC held 72,451 PDEC 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 72,451 shares
    Change vs previous 13F -393 shares

    0.79% of the 13F portfolio, value $3,324,776.

    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 72,844 shares
    Change vs previous 13F +170 shares

    0.83% of the 13F portfolio, value $3,095,870.

    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 72,674 shares
    Change vs previous 13F +4,160 shares

    0.85% of the 13F portfolio, value $3,152,598.

    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 68,514 shares
    Change vs previous 13F +200 shares

    0.81% of the 13F portfolio, value $2,878,958.

    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 68,314 shares
    Change vs previous 13F -6,100 shares

    0.86% of the 13F portfolio, value $2,733,243.

    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 74,414 shares
    Change vs previous 13F +850 shares

    0.97% of the 13F portfolio, value $2,797,966.

    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 73,564 shares
    Change vs previous 13F +2,092 shares

    1.01% of the 13F portfolio, value $2,826,329.

    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 71,472 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,738,092.

    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).