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Compass Advisory Group LLC: SCHB position timeline

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

Compass Advisory Group LLC held 558,238 SCHB 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 558,238 shares
    Change vs previous 13F +1,187 shares

    3.84% of the 13F portfolio, value $16,166,563.

    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 557,051 shares
    Change vs previous 13F -1,373,538 shares

    3.74% of the 13F portfolio, value $13,981,975.

    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 1,930,589 shares
    Change vs previous 13F -4,932 shares

    13.68% of the 13F portfolio, value $50,639,357.

    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 1,935,521 shares
    Change vs previous 13F -498,110 shares

    13.97% of the 13F portfolio, value $49,762,247.

    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 2,433,631 shares
    Change vs previous 13F +93,500 shares

    18.35% of the 13F portfolio, value $57,993,438.

    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 2,340,131 shares
    Change vs previous 13F +4,416 shares

    17.54% of the 13F portfolio, value $50,383,026.

    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 2,335,715 shares
    Change vs previous 13F +1,517,236 shares

    18.98% of the 13F portfolio, value $53,020,722.

    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 818,479 shares
    Change vs previous 13F not available

    21.17% of the 13F portfolio, value $54,445,243.

    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).