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Compass Advisory Group LLC: VTEB position timeline

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

Compass Advisory Group LLC held 80,148 VTEB 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 80,148 shares
    Change vs previous 13F +1,236 shares

    0.96% of the 13F portfolio, value $4,053,884.

    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 78,912 shares
    Change vs previous 13F -1,820 shares

    1.05% of the 13F portfolio, value $3,936,935.

    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 80,732 shares
    Change vs previous 13F +2,864 shares

    1.1% of the 13F portfolio, value $4,060,036.

    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 77,868 shares
    Change vs previous 13F +5,208 shares

    1.09% of the 13F portfolio, value $3,898,854.

    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 72,660 shares
    Change vs previous 13F +11,135 shares

    1.13% of the 13F portfolio, value $3,562,519.

    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 61,525 shares
    Change vs previous 13F -31,105 shares

    1.06% of the 13F portfolio, value $3,052,849.

    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 92,630 shares
    Change vs previous 13F +32,604 shares

    1.66% of the 13F portfolio, value $4,643,531.

    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 60,026 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,068,513.

    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).