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

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

COMPASS CAPITAL CORP /MA/ /ADV held 2,227 IWM 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 2,227 shares
    Change vs previous 13F -7 shares

    0.22% of the 13F portfolio, value $672,242.

    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 2,234 shares
    Change vs previous 13F -1,479 shares

    0.23% of the 13F portfolio, value $630,010.

    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 3,713 shares
    Change vs previous 13F +549 shares

    0.38% of the 13F portfolio, value $988,382.

    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 3,164 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $770,276.

    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 3,164 shares
    Change vs previous 13F +1,742 shares

    0.33% of the 13F portfolio, value $697,172.

    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 1,422 shares
    Change vs previous 13F -1,112 shares

    0.14% of the 13F portfolio, value $257,695.

    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 2,534 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $389,362.

    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).