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Compass Advisory Group LLC: PJAN position timeline

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

Compass Advisory Group LLC held 373,324 PJAN 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 373,324 shares
    Change vs previous 13F +2,750 shares

    4.39% of the 13F portfolio, value $18,475,805.

    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 370,574 shares
    Change vs previous 13F +302,287 shares

    4.57% of the 13F portfolio, value $17,094,579.

    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 68,287 shares
    Change vs previous 13F -4,652 shares

    0.87% of the 13F portfolio, value $3,210,855.

    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 72,939 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $3,340,242.

    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 72,939 shares
    Change vs previous 13F +7,417 shares

    1.02% of the 13F portfolio, value $3,212,963.

    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 65,522 shares
    Change vs previous 13F +2,355 shares

    0.95% of the 13F portfolio, value $2,717,197.

    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 63,167 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $2,668,806.

    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 63,167 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,610,060.

    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).