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Compass Advisory Group LLC: QQQM position timeline

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

Compass Advisory Group LLC held 3,224 QQQM 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 3,224 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $976,729.

    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 3,220 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $765,134.

    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 3,215 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $813,259.

    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 3,211 shares
    Change vs previous 13F -2,674 shares

    0.22% of the 13F portfolio, value $793,611.

    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 5,885 shares
    Change vs previous 13F +1,085 shares

    0.42% of the 13F portfolio, value $1,336,408.

    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 4,800 shares
    Change vs previous 13F +60 shares

    0.32% of the 13F portfolio, value $926,531.

    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 4,740 shares
    Change vs previous 13F -12,616 shares

    0.36% of the 13F portfolio, value $997,591.

    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 17,356 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,485,913.

    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).