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

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

COMPASS CAPITAL CORP /MA/ /ADV held 1,989 IVV 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 1,989 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $1,546,345.

    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 1,987 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $1,462,275.

    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 1,986 shares
    Change vs previous 13F +1,354 shares

    0.53% of the 13F portfolio, value $1,382,994.

    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 632 shares
    Change vs previous 13F +632 shares

    0.19% of the 13F portfolio, value $432,492.

    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 0 shares
    Change vs previous 13F -628 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 628 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $352,189.

    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).

  7. period ended2024-12-31
    13F 626 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $379,187.

    13F-HR 0001376474-25-000134 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).