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Disclosery

Compass Financial Group, Inc.: DFLV position timeline

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

Compass Financial Group, Inc. held 98,165 DFLV 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 98,165 shares
    Change vs previous 13F +1,294 shares

    1.64% of the 13F portfolio, value $3,881,444.

    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 96,871 shares
    Change vs previous 13F +8,226 shares

    1.56% of the 13F portfolio, value $3,459,263.

    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 88,645 shares
    Change vs previous 13F +5,953 shares

    1.34% of the 13F portfolio, value $3,032,545.

    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 82,692 shares
    Change vs previous 13F +3,826 shares

    1.22% of the 13F portfolio, value $2,720,567.

    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 78,866 shares
    Change vs previous 13F +8,148 shares

    1.23% of the 13F portfolio, value $2,446,423.

    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 70,718 shares
    Change vs previous 13F +9,566 shares

    1.11% of the 13F portfolio, value $2,161,849.

    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 61,152 shares
    Change vs previous 13F +8,446 shares

    0.88% of the 13F portfolio, value $1,836,395.

    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 52,706 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,623,872.

    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).