COMPASS CAPITAL CORP /MA/ /ADV: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMPASS CAPITAL CORP /MA/ /ADV on BRK-B, newest first. How the timeline and the estimate are built.

COMPASS CAPITAL CORP /MA/ /ADV held 7,993 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 7,993 shares
Change vs previous 13F -304 shares
2.82% of the 13F portfolio, value $8,678,816.
13F-HR 0001376474-26-000554 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,297 shares
Change vs previous 13F +884 shares
1.41% of the 13F portfolio, value $3,941,592.
13F-HR 0001376474-26-000361 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,413 shares
Change vs previous 13F +34 shares
1.25% of the 13F portfolio, value $3,247,850.
13F-HR 0001376474-26-000160 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,379 shares
Change vs previous 13F +2,630 shares
1.09% of the 13F portfolio, value $2,488,625.
13F-HR 0001376474-25-000914 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,749 shares
Change vs previous 13F -3,452 shares
1% of the 13F portfolio, value $2,125,024.
13F-HR 0001376474-25-000722 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,201 shares
Change vs previous 13F -1,966 shares
1.49% of the 13F portfolio, value $2,848,684.
13F-HR 0001376474-25-000354 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,167 shares
Change vs previous 13F not available
1.81% of the 13F portfolio, value $4,641,815.
13F-HR 0001376474-25-000134 filed by COMPASS CAPITAL CORP /MA/ /ADV
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).