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Disclosery

Compass Financial Group, Inc.: DFAE position timeline

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

Compass Financial Group, Inc. held 244,216 DFAE 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 244,216 shares
    Change vs previous 13F -2,555 shares

    4.15% of the 13F portfolio, value $9,819,925.

    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 246,771 shares
    Change vs previous 13F -1,901 shares

    3.77% of the 13F portfolio, value $8,355,666.

    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 248,672 shares
    Change vs previous 13F +528 shares

    3.57% of the 13F portfolio, value $8,099,247.

    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 248,144 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $7,823,980.

    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).