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Disclosery

Compass Financial Group, Inc.: CGCP position timeline

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

Compass Financial Group, Inc. held 286,925 CGCP 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 286,925 shares
    Change vs previous 13F -1,548 shares

    2.7% of the 13F portfolio, value $6,395,558.

    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 288,473 shares
    Change vs previous 13F -2,366 shares

    2.91% of the 13F portfolio, value $6,444,487.

    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 290,839 shares
    Change vs previous 13F -2,403 shares

    2.91% of the 13F portfolio, value $6,584,595.

    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 293,242 shares
    Change vs previous 13F -6,142 shares

    2.99% of the 13F portfolio, value $6,662,458.

    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 299,384 shares
    Change vs previous 13F -1,120 shares

    3.38% of the 13F portfolio, value $6,736,140.

    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 300,504 shares
    Change vs previous 13F -4,821 shares

    3.46% of the 13F portfolio, value $6,746,315.

    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 305,325 shares
    Change vs previous 13F -10,232 shares

    3.24% of the 13F portfolio, value $6,778,215.

    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 315,557 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $7,295,678.

    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).