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Disclosery

Compass Advisory Group LLC: SCHA position timeline

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

Compass Advisory Group LLC held 69,355 SCHA 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 69,355 shares
    Change vs previous 13F -237 shares

    0.6% of the 13F portfolio, value $2,505,787.

    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 69,592 shares
    Change vs previous 13F -5,946 shares

    0.54% of the 13F portfolio, value $2,023,741.

    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 75,538 shares
    Change vs previous 13F -364 shares

    0.58% of the 13F portfolio, value $2,151,336.

    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 75,902 shares
    Change vs previous 13F -494 shares

    0.59% of the 13F portfolio, value $2,117,679.

    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 76,396 shares
    Change vs previous 13F +12,151 shares

    0.61% of the 13F portfolio, value $1,932,818.

    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 64,245 shares
    Change vs previous 13F -311 shares

    0.52% of the 13F portfolio, value $1,505,250.

    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 64,556 shares
    Change vs previous 13F +27,224 shares

    0.6% of the 13F portfolio, value $1,669,426.

    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 37,332 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,922,619.

    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).