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Disclosery

Compass Financial Group, Inc.: BIV position timeline

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

Compass Financial Group, Inc. held 27,835 BIV 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 27,835 shares
    Change vs previous 13F -895 shares

    0.9% of the 13F portfolio, value $2,134,945.

    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 28,730 shares
    Change vs previous 13F -348 shares

    1% of the 13F portfolio, value $2,217,381.

    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 29,078 shares
    Change vs previous 13F +1,896 shares

    1% of the 13F portfolio, value $2,264,595.

    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 27,182 shares
    Change vs previous 13F +196 shares

    0.95% of the 13F portfolio, value $2,122,642.

    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 26,986 shares
    Change vs previous 13F +65 shares

    1.05% of the 13F portfolio, value $2,087,097.

    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 26,921 shares
    Change vs previous 13F -173 shares

    1.06% of the 13F portfolio, value $2,061,341.

    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 27,094 shares
    Change vs previous 13F +131 shares

    0.97% of the 13F portfolio, value $2,024,735.

    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 26,963 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,113,090.

    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).