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Compass Advisory Group LLC: VT position timeline

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

Compass Advisory Group LLC held 204,196 VT 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 204,196 shares
    Change vs previous 13F +3,240 shares

    7.62% of the 13F portfolio, value $32,048,587.

    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 200,956 shares
    Change vs previous 13F +12,836 shares

    7.44% of the 13F portfolio, value $27,796,279.

    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 188,120 shares
    Change vs previous 13F +2,139 shares

    7.17% of the 13F portfolio, value $26,536,200.

    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 185,981 shares
    Change vs previous 13F +148,775 shares

    7.19% of the 13F portfolio, value $25,628,193.

    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 37,206 shares
    Change vs previous 13F -6,689 shares

    1.51% of the 13F portfolio, value $4,781,669.

    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 43,895 shares
    Change vs previous 13F +12,016 shares

    1.77% of the 13F portfolio, value $5,089,619.

    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 31,879 shares
    Change vs previous 13F +7,420 shares

    1.34% of the 13F portfolio, value $3,745,143.

    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 24,459 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,927,797.

    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).