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Disclosery

Compass Advisory Group LLC: PJUL position timeline

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

Compass Advisory Group LLC held 32,232 PJUL 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 32,232 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,573,244.

    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 32,232 shares
    Change vs previous 13F -481,950 shares

    0.4% of the 13F portfolio, value $1,481,624.

    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 514,182 shares
    Change vs previous 13F +1,091 shares

    6.45% of the 13F portfolio, value $23,873,470.

    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 513,091 shares
    Change vs previous 13F +489,079 shares

    6.57% of the 13F portfolio, value $23,396,950.

    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 24,012 shares
    Change vs previous 13F +2,925 shares

    0.33% of the 13F portfolio, value $1,052,926.

    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 21,087 shares
    Change vs previous 13F -1,690 shares

    0.3% of the 13F portfolio, value $847,487.

    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 22,777 shares
    Change vs previous 13F -5,220 shares

    0.34% of the 13F portfolio, value $937,729.

    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 27,997 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,133,316.

    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).