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Compass Advisory Group LLC: VGLT position timeline

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

Compass Advisory Group LLC held 187,695 VGLT 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 187,695 shares
    Change vs previous 13F +11,472 shares

    2.46% of the 13F portfolio, value $10,356,986.

    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 176,223 shares
    Change vs previous 13F +4,607 shares

    2.61% of the 13F portfolio, value $9,754,848.

    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 171,616 shares
    Change vs previous 13F -1,892 shares

    2.59% of the 13F portfolio, value $9,576,178.

    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 173,508 shares
    Change vs previous 13F +28,456 shares

    2.77% of the 13F portfolio, value $9,865,639.

    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 145,052 shares
    Change vs previous 13F -22,691 shares

    2.58% of the 13F portfolio, value $8,140,296.

    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 167,743 shares
    Change vs previous 13F -1,278 shares

    3.36% of the 13F portfolio, value $9,663,668.

    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 169,021 shares
    Change vs previous 13F -9,921 shares

    3.35% of the 13F portfolio, value $9,355,316.

    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 178,942 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $11,012,074.

    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).