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Disclosery

Compass Advisory Group LLC: UDEC position timeline

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

Compass Advisory Group LLC held 9,200 UDEC 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 9,200 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $383,457.

    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 9,200 shares
    Change vs previous 13F -26 shares

    0.1% of the 13F portfolio, value $357,328.

    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 9,226 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $365,719.

    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 9,226 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $354,002.

    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 9,226 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $336,195.

    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 9,226 shares
    Change vs previous 13F -85 shares

    0.11% of the 13F portfolio, value $316,452.

    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 9,311 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $326,723.

    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 9,311 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $325,846.

    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).