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Disclosery

Compass Financial Group, Inc.: SRLN position timeline

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

Compass Financial Group, Inc. held 17,974 SRLN 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 17,974 shares
    Change vs previous 13F -33,166 shares

    0.31% of the 13F portfolio, value $724,172.

    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 51,140 shares
    Change vs previous 13F -350 shares

    0.93% of the 13F portfolio, value $2,052,760.

    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 51,490 shares
    Change vs previous 13F +231 shares

    0.94% of the 13F portfolio, value $2,124,992.

    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 51,259 shares
    Change vs previous 13F -606 shares

    0.96% of the 13F portfolio, value $2,131,349.

    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 51,865 shares
    Change vs previous 13F -131 shares

    1.08% of the 13F portfolio, value $2,157,065.

    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 51,996 shares
    Change vs previous 13F -994 shares

    1.1% of the 13F portfolio, value $2,138,595.

    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 52,990 shares
    Change vs previous 13F -17 shares

    1.06% of the 13F portfolio, value $2,211,273.

    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 53,007 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,213,572.

    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).