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Disclosery

Compass Financial Group, Inc.: SPYM position timeline

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

Compass Financial Group, Inc. held 53,133 SPYM 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 53,133 shares
    Change vs previous 13F -1,411 shares

    1.97% of the 13F portfolio, value $4,669,328.

    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 54,544 shares
    Change vs previous 13F +2,506 shares

    1.88% of the 13F portfolio, value $4,174,798.

    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 52,038 shares
    Change vs previous 13F -472 shares

    1.84% of the 13F portfolio, value $4,174,488.

    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 52,510 shares
    Change vs previous 13F +3,239 shares

    1.85% of the 13F portfolio, value $4,113,633.

    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 49,271 shares
    Change vs previous 13F -302 shares

    1.8% of the 13F portfolio, value $3,581,509.

    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 49,573 shares
    Change vs previous 13F -388 shares

    1.67% of the 13F portfolio, value $3,259,920.

    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 49,961 shares
    Change vs previous 13F -1,671 shares

    1.65% of the 13F portfolio, value $3,444,311.

    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 51,632 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,485,676.

    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).