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Disclosery

Compass Financial Group, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Financial Group, Inc. on AGG, newest first. How the timeline and the estimate are built.

Compass Financial Group, Inc. held 28,826 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,826 shares
    Change vs previous 13F -1,539 shares

    1.21% of the 13F portfolio, value $2,853,197.

    13F-HR 0001666910-26-000004 filed by Compass Financial Group, Inc.
    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 30,365 shares
    Change vs previous 13F -405 shares

    1.36% of the 13F portfolio, value $3,014,334.

    13F-HR 0001666910-26-000003 filed by Compass Financial Group, Inc.
    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 30,770 shares
    Change vs previous 13F -196 shares

    1.36% of the 13F portfolio, value $3,073,308.

    13F-HR 0001666910-26-000002 filed by Compass Financial Group, Inc.
    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 30,966 shares
    Change vs previous 13F +45 shares

    1.39% of the 13F portfolio, value $3,104,342.

    13F-HR 0001666910-25-000009 filed by Compass Financial Group, Inc.
    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 30,921 shares
    Change vs previous 13F -477 shares

    1.54% of the 13F portfolio, value $3,067,363.

    13F-HR 0001666910-25-000006 filed by Compass Financial Group, Inc.
    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 31,398 shares
    Change vs previous 13F -560 shares

    1.6% of the 13F portfolio, value $3,105,890.

    13F-HR 0001666910-25-000002 filed by Compass Financial Group, Inc.
    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 31,958 shares
    Change vs previous 13F +22 shares

    1.48% of the 13F portfolio, value $3,096,730.

    13F-HR 0001666910-25-000001 filed by Compass Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,936 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,234,159.

    13F-HR 0001666910-24-000005 filed by Compass Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).