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Disclosery

Compass Financial Group, Inc.: JAAA position timeline

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

Compass Financial Group, Inc. held 209,475 JAAA 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 209,475 shares
    Change vs previous 13F -1,004 shares

    4.47% of the 13F portfolio, value $10,576,393.

    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 210,479 shares
    Change vs previous 13F -1,368 shares

    4.78% of the 13F portfolio, value $10,601,827.

    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 211,847 shares
    Change vs previous 13F -420 shares

    4.73% of the 13F portfolio, value $10,715,221.

    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 212,267 shares
    Change vs previous 13F -6,539 shares

    4.84% of the 13F portfolio, value $10,778,918.

    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 218,806 shares
    Change vs previous 13F -767 shares

    5.57% of the 13F portfolio, value $11,104,405.

    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 219,573 shares
    Change vs previous 13F -1,862 shares

    5.72% of the 13F portfolio, value $11,134,547.

    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 221,435 shares
    Change vs previous 13F -7,626 shares

    5.37% of the 13F portfolio, value $11,228,969.

    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 229,061 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $11,654,624.

    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).