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

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

COMPASS CAPITAL CORP /MA/ /ADV held 1,611 IWS 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 1,611 shares
Change vs previous 13F -209 shares
0.09% of the 13F portfolio, value $275,707.
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 1,820 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $285,558.
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 1,820 shares
Change vs previous 13F -199 shares
0.11% of the 13F portfolio, value $277,732.
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 2,019 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $282,438.
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 2,019 shares
Change vs previous 13F -742 shares
0.13% of the 13F portfolio, value $269,379.
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 2,761 shares
Change vs previous 13F +252 shares
0.17% of the 13F portfolio, value $317,280.
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 2,509 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $324,514.
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).