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Disclosery

Compass Advisory Group LLC: SCHV position timeline

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

Compass Advisory Group LLC held 98,060 SCHV 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 98,060 shares
    Change vs previous 13F +443 shares

    0.81% of the 13F portfolio, value $3,413,468.

    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 97,617 shares
    Change vs previous 13F -7,617 shares

    0.8% of the 13F portfolio, value $2,977,311.

    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 105,234 shares
    Change vs previous 13F +1,358 shares

    0.84% of the 13F portfolio, value $3,115,991.

    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 103,876 shares
    Change vs previous 13F -919 shares

    0.85% of the 13F portfolio, value $3,023,836.

    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 104,795 shares
    Change vs previous 13F -806 shares

    0.92% of the 13F portfolio, value $2,899,664.

    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 105,601 shares
    Change vs previous 13F -1,402 shares

    0.98% of the 13F portfolio, value $2,806,867.

    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 107,003 shares
    Change vs previous 13F +70,045 shares

    1% of the 13F portfolio, value $2,789,575.

    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 36,958 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,970,330.

    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).