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Disclosery

Compass Financial Group, Inc.: IWF position timeline

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

Compass Financial Group, Inc. held 130,115 IWF 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 130,115 shares
    Change vs previous 13F +94,965 shares

    6.83% of the 13F portfolio, value $16,156,380.

    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 35,150 shares
    Change vs previous 13F -580 shares

    6.76% of the 13F portfolio, value $14,987,960.

    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 35,730 shares
    Change vs previous 13F -390 shares

    7.46% of the 13F portfolio, value $16,911,009.

    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 36,120 shares
    Change vs previous 13F -2,795 shares

    7.59% of the 13F portfolio, value $16,918,969.

    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 38,915 shares
    Change vs previous 13F -263 shares

    8.28% of the 13F portfolio, value $16,522,531.

    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 39,178 shares
    Change vs previous 13F +10 shares

    7.27% of the 13F portfolio, value $14,146,784.

    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 39,168 shares
    Change vs previous 13F -1,224 shares

    7.52% of the 13F portfolio, value $15,729,085.

    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 40,392 shares
    Change vs previous 13F not available

    7.02% of the 13F portfolio, value $15,162,349.

    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).