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Compass Advisory Group LLC: VWO position timeline

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

Compass Advisory Group LLC held 35,524 VWO 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 35,524 shares
    Change vs previous 13F -128 shares

    0.5% of the 13F portfolio, value $2,120,412.

    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 35,652 shares
    Change vs previous 13F +1,738 shares

    0.52% of the 13F portfolio, value $1,926,998.

    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 33,914 shares
    Change vs previous 13F +232 shares

    0.49% of the 13F portfolio, value $1,823,200.

    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 33,682 shares
    Change vs previous 13F +1,524 shares

    0.51% of the 13F portfolio, value $1,824,893.

    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 32,158 shares
    Change vs previous 13F -1,692 shares

    0.5% of the 13F portfolio, value $1,590,519.

    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 33,850 shares
    Change vs previous 13F +3,162 shares

    0.53% of the 13F portfolio, value $1,532,071.

    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 30,688 shares
    Change vs previous 13F -4,986 shares

    0.48% of the 13F portfolio, value $1,351,496.

    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 35,674 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,707,009.

    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).