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Disclosery

Compass Financial Group, Inc.: PRF position timeline

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

Compass Financial Group, Inc. held 259,744 PRF 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 259,744 shares
    Change vs previous 13F -2,446 shares

    5.93% of the 13F portfolio, value $14,033,968.

    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 262,190 shares
    Change vs previous 13F -6,575 shares

    5.62% of the 13F portfolio, value $12,461,891.

    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 268,765 shares
    Change vs previous 13F -4,136 shares

    5.57% of the 13F portfolio, value $12,610,454.

    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 272,901 shares
    Change vs previous 13F -11,677 shares

    5.54% of the 13F portfolio, value $12,337,854.

    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 284,578 shares
    Change vs previous 13F -6,545 shares

    6.03% of the 13F portfolio, value $12,029,112.

    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 291,123 shares
    Change vs previous 13F -3,160 shares

    6.04% of the 13F portfolio, value $11,764,280.

    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 294,283 shares
    Change vs previous 13F -7,806 shares

    5.68% of the 13F portfolio, value $11,871,376.

    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 302,089 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $12,273,876.

    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).