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Disclosery

Compass Financial Group, Inc.: IEF position timeline

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

Compass Financial Group, Inc. held 67,777 IEF 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 67,777 shares
    Change vs previous 13F -360 shares

    2.71% of the 13F portfolio, value $6,409,671.

    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 68,137 shares
    Change vs previous 13F -475 shares

    2.93% of the 13F portfolio, value $6,502,995.

    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 68,612 shares
    Change vs previous 13F -285 shares

    2.91% of the 13F portfolio, value $6,597,730.

    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 68,897 shares
    Change vs previous 13F -2,003 shares

    2.98% of the 13F portfolio, value $6,645,805.

    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 70,900 shares
    Change vs previous 13F -323 shares

    3.4% of the 13F portfolio, value $6,790,093.

    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 71,223 shares
    Change vs previous 13F -1,200 shares

    3.49% of the 13F portfolio, value $6,792,538.

    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 72,423 shares
    Change vs previous 13F -2,397 shares

    3.2% of the 13F portfolio, value $6,695,506.

    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 74,820 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $7,341,338.

    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).