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

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

COMPASS CAPITAL CORP /MA/ /ADV held 64,325 IVVM 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 64,325 shares
    Change vs previous 13F +2,445 shares

    0.79% of the 13F portfolio, value $2,434,701.

    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 61,880 shares
    Change vs previous 13F +14,497 shares

    0.81% of the 13F portfolio, value $2,251,813.

    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 47,383 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,665,039.

    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).