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Compass Advisory Group LLC: VCSH position timeline

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

Compass Advisory Group LLC held 255,805 VCSH 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 255,805 shares
    Change vs previous 13F +62,206 shares

    4.8% of the 13F portfolio, value $20,216,285.

    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 193,599 shares
    Change vs previous 13F +21,550 shares

    4.11% of the 13F portfolio, value $15,346,565.

    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 172,049 shares
    Change vs previous 13F +20,612 shares

    3.71% of the 13F portfolio, value $13,717,472.

    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 151,437 shares
    Change vs previous 13F +84,823 shares

    3.4% of the 13F portfolio, value $12,104,392.

    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 66,614 shares
    Change vs previous 13F +2,683 shares

    1.68% of the 13F portfolio, value $5,295,799.

    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 63,931 shares
    Change vs previous 13F +50,372 shares

    1.76% of the 13F portfolio, value $5,046,698.

    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 13,559 shares
    Change vs previous 13F +4,045 shares

    0.38% of the 13F portfolio, value $1,057,745.

    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 9,514 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $755,612.

    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).