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Compass Advisory Group LLC: SCHF position timeline

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

Compass Advisory Group LLC held 471,708 SCHF 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 471,708 shares
    Change vs previous 13F +7,512 shares

    3.11% of the 13F portfolio, value $13,066,299.

    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 464,196 shares
    Change vs previous 13F +56,319 shares

    3.07% of the 13F portfolio, value $11,488,863.

    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 407,877 shares
    Change vs previous 13F +11,222 shares

    2.65% of the 13F portfolio, value $9,805,355.

    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 396,655 shares
    Change vs previous 13F +811 shares

    2.59% of the 13F portfolio, value $9,234,138.

    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 395,844 shares
    Change vs previous 13F +57,894 shares

    2.77% of the 13F portfolio, value $8,748,162.

    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 337,950 shares
    Change vs previous 13F -11,401 shares

    2.33% of the 13F portfolio, value $6,684,652.

    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 349,351 shares
    Change vs previous 13F +159,922 shares

    2.31% of the 13F portfolio, value $6,462,992.

    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 189,429 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $7,789,302.

    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).