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

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

COMPASS CAPITAL CORP /MA/ /ADV held 15,660 SPY 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 15,660 shares
    Change vs previous 13F -756 shares

    3.94% of the 13F portfolio, value $12,117,010.

    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 16,416 shares
    Change vs previous 13F -1,026 shares

    4.3% of the 13F portfolio, value $12,021,671.

    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 17,442 shares
    Change vs previous 13F -2,957 shares

    4.65% of the 13F portfolio, value $12,087,868.

    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 20,399 shares
    Change vs previous 13F +11,872 shares

    6.05% of the 13F portfolio, value $13,860,450.

    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 8,527 shares
    Change vs previous 13F -7 shares

    2.43% of the 13F portfolio, value $5,155,861.

    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 8,534 shares
    Change vs previous 13F +2,768 shares

    2.41% of the 13F portfolio, value $4,589,577.

    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 5,766 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,441,337.

    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).