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Disclosery

Compass Financial Group, Inc.: VTI position timeline

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

Compass Financial Group, Inc. held 29,800 VTI 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 29,800 shares
    Change vs previous 13F -1,593 shares

    4.66% of the 13F portfolio, value $11,027,192.

    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 31,393 shares
    Change vs previous 13F +830 shares

    4.54% of the 13F portfolio, value $10,071,188.

    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 30,563 shares
    Change vs previous 13F +639 shares

    4.52% of the 13F portfolio, value $10,246,857.

    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 29,924 shares
    Change vs previous 13F +2,327 shares

    4.41% of the 13F portfolio, value $9,820,159.

    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 27,597 shares
    Change vs previous 13F +284 shares

    4.21% of the 13F portfolio, value $8,387,556.

    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 27,313 shares
    Change vs previous 13F +389 shares

    3.86% of the 13F portfolio, value $7,506,705.

    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 26,924 shares
    Change vs previous 13F -2,274 shares

    3.73% of the 13F portfolio, value $7,802,844.

    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 29,198 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $8,267,706.

    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).