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Disclosery

Compass Financial Group, Inc.: SPTM position timeline

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

Compass Financial Group, Inc. held 40,802 SPTM 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 40,802 shares
    Change vs previous 13F -2,109 shares

    1.57% of the 13F portfolio, value $3,704,414.

    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 42,911 shares
    Change vs previous 13F -94 shares

    1.53% of the 13F portfolio, value $3,392,544.

    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 43,005 shares
    Change vs previous 13F -551 shares

    1.57% of the 13F portfolio, value $3,547,913.

    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 43,556 shares
    Change vs previous 13F -364 shares

    1.58% of the 13F portfolio, value $3,512,791.

    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 43,920 shares
    Change vs previous 13F -747 shares

    1.65% of the 13F portfolio, value $3,289,169.

    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 44,667 shares
    Change vs previous 13F -126 shares

    1.56% of the 13F portfolio, value $3,037,803.

    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 44,793 shares
    Change vs previous 13F -126 shares

    1.53% of the 13F portfolio, value $3,199,564.

    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 44,919 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,147,025.

    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).