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Disclosery

Compass Financial Group, Inc.: KOCT position timeline

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

Compass Financial Group, Inc. held 239,489 KOCT 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 239,489 shares
    Change vs previous 13F -1,044 shares

    3.78% of the 13F portfolio, value $8,947,309.

    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 240,533 shares
    Change vs previous 13F -649 shares

    3.68% of the 13F portfolio, value $8,160,539.

    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 241,182 shares
    Change vs previous 13F -1,983 shares

    3.58% of the 13F portfolio, value $8,120,598.

    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 243,165 shares
    Change vs previous 13F -10,787 shares

    3.6% of the 13F portfolio, value $8,029,308.

    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 253,952 shares
    Change vs previous 13F -75 shares

    3.88% of the 13F portfolio, value $7,745,536.

    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 254,027 shares
    Change vs previous 13F +300 shares

    3.82% of the 13F portfolio, value $7,434,811.

    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 253,727 shares
    Change vs previous 13F -6,146 shares

    3.71% of the 13F portfolio, value $7,756,434.

    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 259,873 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $7,889,744.

    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).