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Disclosery

Compass Financial Group, Inc.: IAU position timeline

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

Compass Financial Group, Inc. held 42,580 IAU 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 42,580 shares
    Change vs previous 13F +241 shares

    1.36% of the 13F portfolio, value $3,215,216.

    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 42,339 shares
    Change vs previous 13F -633 shares

    1.68% of the 13F portfolio, value $3,732,606.

    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 42,972 shares
    Change vs previous 13F -1,485 shares

    1.54% of the 13F portfolio, value $3,488,037.

    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 44,457 shares
    Change vs previous 13F -1,243 shares

    1.45% of the 13F portfolio, value $3,235,136.

    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 45,700 shares
    Change vs previous 13F -374 shares

    1.43% of the 13F portfolio, value $2,849,852.

    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 46,074 shares
    Change vs previous 13F -311 shares

    1.4% of the 13F portfolio, value $2,716,523.

    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 46,385 shares
    Change vs previous 13F -3,282 shares

    1.1% of the 13F portfolio, value $2,296,521.

    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 49,667 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,468,450.

    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).