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Disclosery

Compass Financial Group, Inc.: DFIV position timeline

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

Compass Financial Group, Inc. held 134,097 DFIV 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 134,097 shares
    Change vs previous 13F -1,360 shares

    3.06% of the 13F portfolio, value $7,243,920.

    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 135,457 shares
    Change vs previous 13F -1,367 shares

    3.22% of the 13F portfolio, value $7,149,420.

    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 136,824 shares
    Change vs previous 13F -72 shares

    3.01% of the 13F portfolio, value $6,827,518.

    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 136,896 shares
    Change vs previous 13F +30,058 shares

    2.83% of the 13F portfolio, value $6,313,644.

    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 106,838 shares
    Change vs previous 13F -649 shares

    2.29% of the 13F portfolio, value $4,575,872.

    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 107,487 shares
    Change vs previous 13F +987 shares

    2.17% of the 13F portfolio, value $4,230,688.

    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 106,500 shares
    Change vs previous 13F -1,993 shares

    1.81% of the 13F portfolio, value $3,778,620.

    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 108,493 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,131,413.

    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).