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Disclosery

Compass Advisory Group LLC: VIGI position timeline

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

Compass Advisory Group LLC held 23,690 VIGI 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 23,690 shares
    Change vs previous 13F -556 shares

    0.53% of the 13F portfolio, value $2,212,177.

    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 24,246 shares
    Change vs previous 13F +1,395 shares

    0.57% of the 13F portfolio, value $2,144,807.

    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 22,851 shares
    Change vs previous 13F -273 shares

    0.56% of the 13F portfolio, value $2,089,703.

    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 23,124 shares
    Change vs previous 13F -73 shares

    0.58% of the 13F portfolio, value $2,071,185.

    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 23,197 shares
    Change vs previous 13F +19 shares

    0.66% of the 13F portfolio, value $2,090,477.

    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 23,178 shares
    Change vs previous 13F +155 shares

    0.67% of the 13F portfolio, value $1,922,416.

    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 23,023 shares
    Change vs previous 13F +71 shares

    0.66% of the 13F portfolio, value $1,841,621.

    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 22,952 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,026,191.

    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).