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

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

COMPASS CAPITAL CORP /MA/ /ADV held 10,996 USMV 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 10,996 shares
    Change vs previous 13F -1,063 shares

    0.36% of the 13F portfolio, value $1,107,847.

    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 12,059 shares
    Change vs previous 13F -997 shares

    0.41% of the 13F portfolio, value $1,135,053.

    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 13,056 shares
    Change vs previous 13F -3,991 shares

    0.48% of the 13F portfolio, value $1,251,940.

    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 17,047 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,601,736.

    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 17,047 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,579,822.

    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 17,047 shares
    Change vs previous 13F -15,307 shares

    0.78% of the 13F portfolio, value $1,495,192.

    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 32,354 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,872,712.

    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).