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

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

COMPASS CAPITAL CORP /MA/ /ADV held 2,892 PM 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 2,892 shares
    Change vs previous 13F +61 shares

    0.17% of the 13F portfolio, value $536,900.

    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 2,831 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $481,949.

    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 2,771 shares
    Change vs previous 13F +234 shares

    0.19% of the 13F portfolio, value $505,985.

    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 2,537 shares
    Change vs previous 13F +167 shares

    0.17% of the 13F portfolio, value $397,218.

    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 2,370 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $397,129.

    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 2,338 shares
    Change vs previous 13F -100 shares

    0.2% of the 13F portfolio, value $372,841.

    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 2,438 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $293,413.

    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).