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Disclosery

Compass Advisory Group LLC: POCT position timeline

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

Compass Advisory Group LLC held 11,737 POCT 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 11,737 shares
    Change vs previous 13F -2,970 shares

    0.13% of the 13F portfolio, value $544,714.

    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 14,707 shares
    Change vs previous 13F -140 shares

    0.17% of the 13F portfolio, value $634,019.

    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 14,847 shares
    Change vs previous 13F +420 shares

    0.18% of the 13F portfolio, value $652,080.

    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 14,427 shares
    Change vs previous 13F -140 shares

    0.17% of the 13F portfolio, value $621,804.

    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 14,567 shares
    Change vs previous 13F -250 shares

    0.19% of the 13F portfolio, value $601,617.

    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 14,817 shares
    Change vs previous 13F -380 shares

    0.2% of the 13F portfolio, value $575,640.

    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 15,197 shares
    Change vs previous 13F +2,410 shares

    0.22% of the 13F portfolio, value $601,291.

    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 12,787 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $498,054.

    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).