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Compass Financial Group, Inc.: MBB position timeline

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

Compass Financial Group, Inc. held 25,641 MBB 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 25,641 shares
    Change vs previous 13F -185 shares

    1.02% of the 13F portfolio, value $2,423,587.

    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 25,826 shares
    Change vs previous 13F -40 shares

    1.11% of the 13F portfolio, value $2,452,179.

    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 25,866 shares
    Change vs previous 13F -158 shares

    1.09% of the 13F portfolio, value $2,462,961.

    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 26,024 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,476,184.

    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).