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

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

COMPASS CAPITAL CORP /MA/ /ADV held 9,088 SCHA 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 9,088 shares
Change vs previous 13F -4,757 shares
0.1% of the 13F portfolio, value $318,489.
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 13,845 shares
Change vs previous 13F -254 shares
0.16% of the 13F portfolio, value $456,677.
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 14,099 shares
Change vs previous 13F -320 shares
0.17% of the 13F portfolio, value $435,659.
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 14,419 shares
Change vs previous 13F -1,576 shares
0.18% of the 13F portfolio, value $403,876.
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 15,995 shares
Change vs previous 13F +171 shares
0.19% of the 13F portfolio, value $412,111.
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 15,824 shares
Change vs previous 13F -3,063 shares
0.18% of the 13F portfolio, value $335,231.
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 18,887 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $488,418.
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).