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Disclosery

Compass Financial Group, Inc.: DFNM position timeline

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

Compass Financial Group, Inc. held 164,506 DFNM 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 164,506 shares
    Change vs previous 13F -876 shares

    3.36% of the 13F portfolio, value $7,951,397.

    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 165,382 shares
    Change vs previous 13F -1,048 shares

    3.57% of the 13F portfolio, value $7,926,759.

    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 166,430 shares
    Change vs previous 13F -3,648 shares

    3.54% of the 13F portfolio, value $8,016,933.

    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 170,078 shares
    Change vs previous 13F -6,363 shares

    3.66% of the 13F portfolio, value $8,160,342.

    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 176,441 shares
    Change vs previous 13F -1,562 shares

    4.2% of the 13F portfolio, value $8,368,597.

    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 178,003 shares
    Change vs previous 13F -5,664 shares

    4.35% of the 13F portfolio, value $8,467,603.

    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 183,667 shares
    Change vs previous 13F -6,223 shares

    4.2% of the 13F portfolio, value $8,773,773.

    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 189,890 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $9,217,261.

    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).