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Compass Advisory Group LLC: VFVA position timeline

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

Compass Advisory Group LLC held 11,233 VFVA 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 11,233 shares
    Change vs previous 13F +49 shares

    0.4% of the 13F portfolio, value $1,667,377.

    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 11,184 shares
    Change vs previous 13F +877 shares

    0.4% of the 13F portfolio, value $1,505,470.

    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 10,307 shares
    Change vs previous 13F +59 shares

    0.37% of the 13F portfolio, value $1,368,606.

    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 10,248 shares
    Change vs previous 13F +22 shares

    0.37% of the 13F portfolio, value $1,307,043.

    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 10,226 shares
    Change vs previous 13F -303 shares

    0.38% of the 13F portfolio, value $1,209,749.

    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 10,529 shares
    Change vs previous 13F +2,286 shares

    0.42% of the 13F portfolio, value $1,200,340.

    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 8,243 shares
    Change vs previous 13F +28 shares

    0.35% of the 13F portfolio, value $975,825.

    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 8,215 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $990,237.

    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).