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Disclosery

Compass Advisory Group LLC: VTV position timeline

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

Compass Advisory Group LLC held 21,511 VTV 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 21,511 shares
    Change vs previous 13F -158 shares

    1.11% of the 13F portfolio, value $4,687,839.

    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 21,669 shares
    Change vs previous 13F +585 shares

    1.14% of the 13F portfolio, value $4,251,406.

    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 21,084 shares
    Change vs previous 13F +120 shares

    1.09% of the 13F portfolio, value $4,026,797.

    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 20,964 shares
    Change vs previous 13F +812 shares

    1.1% of the 13F portfolio, value $3,929,355.

    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 20,152 shares
    Change vs previous 13F +2,118 shares

    1.13% of the 13F portfolio, value $3,581,039.

    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 18,034 shares
    Change vs previous 13F -571 shares

    1.08% of the 13F portfolio, value $3,115,125.

    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 18,605 shares
    Change vs previous 13F -3,676 shares

    1.13% of the 13F portfolio, value $3,149,838.

    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 22,281 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,889,677.

    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).