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Disclosery

Compass Financial Group, Inc.: IWV position timeline

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

Compass Financial Group, Inc. held 48,145 IWV 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 48,145 shares
    Change vs previous 13F -2,556 shares

    8.67% of the 13F portfolio, value $20,529,028.

    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 50,701 shares
    Change vs previous 13F -889 shares

    8.47% of the 13F portfolio, value $18,793,847.

    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 51,590 shares
    Change vs previous 13F -548 shares

    8.81% of the 13F portfolio, value $19,957,592.

    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 52,138 shares
    Change vs previous 13F -4,906 shares

    8.87% of the 13F portfolio, value $19,757,174.

    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 57,044 shares
    Change vs previous 13F -149 shares

    10.04% of the 13F portfolio, value $20,022,444.

    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 57,193 shares
    Change vs previous 13F -91 shares

    9.33% of the 13F portfolio, value $18,166,785.

    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 57,284 shares
    Change vs previous 13F -1,097 shares

    9.16% of the 13F portfolio, value $19,147,177.

    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 58,381 shares
    Change vs previous 13F not available

    8.83% of the 13F portfolio, value $19,074,824.

    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).