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Disclosery

Compass Advisory Group LLC: VXF position timeline

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

Compass Advisory Group LLC held 31,610 VXF 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 31,610 shares
    Change vs previous 13F +276 shares

    1.85% of the 13F portfolio, value $7,782,737.

    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 31,334 shares
    Change vs previous 13F +531 shares

    1.73% of the 13F portfolio, value $6,448,540.

    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 30,803 shares
    Change vs previous 13F -11 shares

    1.74% of the 13F portfolio, value $6,441,424.

    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 30,814 shares
    Change vs previous 13F -97 shares

    1.81% of the 13F portfolio, value $6,450,693.

    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 30,911 shares
    Change vs previous 13F +4,630 shares

    1.88% of the 13F portfolio, value $5,956,775.

    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 26,281 shares
    Change vs previous 13F +1,222 shares

    1.58% of the 13F portfolio, value $4,527,152.

    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 25,059 shares
    Change vs previous 13F -34,569 shares

    1.7% of the 13F portfolio, value $4,760,688.

    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 59,628 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $10,880,607.

    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).