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COMPASS CAPITAL CORP /MA/ /ADV: DFSE position timeline

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

COMPASS CAPITAL CORP /MA/ /ADV held 6,567 DFSE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,567 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $314,800.

    13F-HR 0001376474-26-000554 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 6,527 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $321,226.

    13F-HR 0001376474-26-000361 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 6,487 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $294,769.

    13F-HR 0001376474-26-000160 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 6,450 shares
    Change vs previous 13F +203 shares

    0.12% of the 13F portfolio, value $270,891.

    13F-HR 0001376474-25-000914 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 6,247 shares
    Change vs previous 13F -110 shares

    0.11% of the 13F portfolio, value $243,634.

    13F-HR 0001376474-25-000722 filed by COMPASS CAPITAL CORP /MA/ /ADV
    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 6,357 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $205,331.

    13F-HR 0001376474-25-000354 filed by COMPASS CAPITAL CORP /MA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).