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

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

COMPASS CAPITAL CORP /MA/ /ADV held 27,357 SCHG 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 27,357 shares
    Change vs previous 13F -5,758 shares

    0.32% of the 13F portfolio, value $976,645.

    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 33,115 shares
    Change vs previous 13F +1,054 shares

    0.4% of the 13F portfolio, value $1,121,608.

    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 32,061 shares
    Change vs previous 13F +6,036 shares

    0.39% of the 13F portfolio, value $1,002,547.

    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 26,025 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $855,629.

    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 26,025 shares
    Change vs previous 13F -3,522 shares

    0.37% of the 13F portfolio, value $792,852.

    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 29,547 shares
    Change vs previous 13F -7,920 shares

    0.35% of the 13F portfolio, value $673,893.

    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 37,467 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,044,205.

    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).