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

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

COMPASS CAPITAL CORP /MA/ /ADV held 28,543 XLF 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 28,543 shares
    Change vs previous 13F -2,016 shares

    0.54% of the 13F portfolio, value $1,649,215.

    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 30,559 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,580,785.

    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 30,559 shares
    Change vs previous 13F +409 shares

    0.63% of the 13F portfolio, value $1,627,434.

    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 30,150 shares
    Change vs previous 13F +1,361 shares

    0.7% of the 13F portfolio, value $1,599,759.

    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 28,789 shares
    Change vs previous 13F -2,640 shares

    0.67% of the 13F portfolio, value $1,418,682.

    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 31,429 shares
    Change vs previous 13F +438 shares

    0.81% of the 13F portfolio, value $1,550,167.

    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 30,991 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,570,386.

    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).