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Disclosery

Compass Financial Group, Inc.: IVV position timeline

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

Compass Financial Group, Inc. held 43,571 IVV 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 43,571 shares
    Change vs previous 13F -2,484 shares

    13.79% of the 13F portfolio, value $32,629,886.

    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 46,055 shares
    Change vs previous 13F -346 shares

    13.57% of the 13F portfolio, value $30,083,587.

    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 46,401 shares
    Change vs previous 13F +212 shares

    14.03% of the 13F portfolio, value $31,781,901.

    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 46,189 shares
    Change vs previous 13F -2,656 shares

    13.87% of the 13F portfolio, value $30,914,298.

    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 48,845 shares
    Change vs previous 13F +302 shares

    15.21% of the 13F portfolio, value $30,327,861.

    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 48,543 shares
    Change vs previous 13F -39 shares

    14.01% of the 13F portfolio, value $27,276,312.

    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 48,582 shares
    Change vs previous 13F -2,127 shares

    13.68% of the 13F portfolio, value $28,599,252.

    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 50,709 shares
    Change vs previous 13F not available

    13.54% of the 13F portfolio, value $29,249,965.

    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).