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

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

COMPASS CAPITAL CORP /MA/ /ADV held 41,595 SCHV 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 41,595 shares
    Change vs previous 13F -4,358 shares

    0.48% of the 13F portfolio, value $1,460,400.

    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 45,953 shares
    Change vs previous 13F -2,608 shares

    0.53% of the 13F portfolio, value $1,491,189.

    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 48,561 shares
    Change vs previous 13F +8,263 shares

    0.6% of the 13F portfolio, value $1,557,351.

    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 40,298 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,177,713.

    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 40,298 shares
    Change vs previous 13F -24 shares

    0.53% of the 13F portfolio, value $1,124,637.

    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 40,322 shares
    Change vs previous 13F -28,318 shares

    0.51% of the 13F portfolio, value $980,631.

    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 68,640 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,789,445.

    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).