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Disclosery

Compass Financial Group, Inc.: SPYG position timeline

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

Compass Financial Group, Inc. held 88,830 SPYG 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 88,830 shares
    Change vs previous 13F -3,417 shares

    4.47% of the 13F portfolio, value $10,569,882.

    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 92,247 shares
    Change vs previous 13F +1,666 shares

    4.07% of the 13F portfolio, value $9,031,904.

    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 90,581 shares
    Change vs previous 13F +3,227 shares

    4.27% of the 13F portfolio, value $9,664,993.

    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 87,354 shares
    Change vs previous 13F +405 shares

    4.1% of the 13F portfolio, value $9,129,367.

    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 86,949 shares
    Change vs previous 13F +1,425 shares

    4.16% of the 13F portfolio, value $8,287,979.

    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 85,524 shares
    Change vs previous 13F +438 shares

    3.53% of the 13F portfolio, value $6,873,564.

    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 85,086 shares
    Change vs previous 13F -3,423 shares

    3.58% of the 13F portfolio, value $7,479,059.

    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 88,509 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $7,340,936.

    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).