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

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

COMPASS CAPITAL CORP /MA/ /ADV held 22,287 SPHY 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 22,287 shares
Change vs previous 13F +1,659 shares
0.17% of the 13F portfolio, value $519,176.
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 20,628 shares
Change vs previous 13F -89 shares
0.17% of the 13F portfolio, value $482,798.
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 20,717 shares
Change vs previous 13F +20,717 shares
0.19% of the 13F portfolio, value $491,511.
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 0 shares
Change vs previous 13F -17,756 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 17,756 shares
Change vs previous 13F +555 shares
0.2% of the 13F portfolio, value $420,018.
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 17,201 shares
Change vs previous 13F -6,966 shares
0.21% of the 13F portfolio, value $392,611.
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 24,167 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $567,199.
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).