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Disclosery

Compass Advisory Group LLC: VOO position timeline

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

Compass Advisory Group LLC held 5,676 VOO 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 5,676 shares
    Change vs previous 13F -36 shares

    0.93% of the 13F portfolio, value $3,898,442.

    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 5,712 shares
    Change vs previous 13F -48 shares

    0.91% of the 13F portfolio, value $3,412,911.

    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 5,760 shares
    Change vs previous 13F +22 shares

    0.98% of the 13F portfolio, value $3,612,386.

    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 5,738 shares
    Change vs previous 13F -223 shares

    0.99% of the 13F portfolio, value $3,524,018.

    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 5,961 shares
    Change vs previous 13F +150 shares

    1.07% of the 13F portfolio, value $3,396,707.

    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 5,811 shares
    Change vs previous 13F +539 shares

    1.04% of the 13F portfolio, value $2,986,430.

    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 5,272 shares
    Change vs previous 13F +14 shares

    1.02% of the 13F portfolio, value $2,840,699.

    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 5,258 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,782,885.

    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).