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Compass Advisory Group LLC: UOCT position timeline

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

Compass Advisory Group LLC held 20,704 UOCT 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 20,704 shares
    Change vs previous 13F -181 shares

    0.2% of the 13F portfolio, value $851,141.

    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 20,885 shares
    Change vs previous 13F -441 shares

    0.21% of the 13F portfolio, value $798,642.

    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 21,326 shares
    Change vs previous 13F -3,022 shares

    0.22% of the 13F portfolio, value $832,610.

    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 24,348 shares
    Change vs previous 13F -788 shares

    0.26% of the 13F portfolio, value $935,694.

    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 25,136 shares
    Change vs previous 13F -140 shares

    0.29% of the 13F portfolio, value $924,540.

    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 25,276 shares
    Change vs previous 13F -811 shares

    0.3% of the 13F portfolio, value $873,276.

    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 26,087 shares
    Change vs previous 13F -90 shares

    0.33% of the 13F portfolio, value $920,300.

    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 26,177 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $911,221.

    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).