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Compass Advisory Group LLC: SPLV position timeline

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

Compass Advisory Group LLC held 6,722 SPLV 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 6,722 shares
    Change vs previous 13F +37 shares

    0.12% of the 13F portfolio, value $503,470.

    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 6,685 shares
    Change vs previous 13F +36 shares

    0.13% of the 13F portfolio, value $488,941.

    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 6,649 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $474,844.

    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 6,612 shares
    Change vs previous 13F +35 shares

    0.14% of the 13F portfolio, value $485,848.

    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 6,577 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $478,950.

    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 6,545 shares
    Change vs previous 13F +28 shares

    0.17% of the 13F portfolio, value $489,015.

    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 6,517 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $456,184.

    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 6,489 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $465,489.

    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).