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Disclosery

Compass Financial Group, Inc.: USIG position timeline

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

Compass Financial Group, Inc. held 45,894 USIG 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 45,894 shares
    Change vs previous 13F +943 shares

    0.99% of the 13F portfolio, value $2,353,903.

    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 44,951 shares
    Change vs previous 13F -31 shares

    1.04% of the 13F portfolio, value $2,302,840.

    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 44,982 shares
    Change vs previous 13F +468 shares

    1.03% of the 13F portfolio, value $2,328,718.

    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 44,514 shares
    Change vs previous 13F +1,093 shares

    1.04% of the 13F portfolio, value $2,324,521.

    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 43,421 shares
    Change vs previous 13F -824 shares

    1.12% of the 13F portfolio, value $2,233,576.

    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 44,245 shares
    Change vs previous 13F +38 shares

    1.16% of the 13F portfolio, value $2,260,035.

    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 44,207 shares
    Change vs previous 13F +90 shares

    1.06% of the 13F portfolio, value $2,222,728.

    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 44,117 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,319,672.

    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).