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Disclosery

Compass Financial Group, Inc.: VUSB position timeline

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

Compass Financial Group, Inc. held 39,613 VUSB 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 39,613 shares
    Change vs previous 13F -289 shares

    0.83% of the 13F portfolio, value $1,971,935.

    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 39,902 shares
    Change vs previous 13F +337 shares

    0.9% of the 13F portfolio, value $1,986,521.

    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 39,565 shares
    Change vs previous 13F -2,246 shares

    0.87% of the 13F portfolio, value $1,971,920.

    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 41,811 shares
    Change vs previous 13F +1,358 shares

    0.94% of the 13F portfolio, value $2,090,341.

    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 40,453 shares
    Change vs previous 13F +149 shares

    1.01% of the 13F portfolio, value $2,017,189.

    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 40,304 shares
    Change vs previous 13F -128 shares

    1.03% of the 13F portfolio, value $2,009,356.

    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 40,432 shares
    Change vs previous 13F -277 shares

    0.96% of the 13F portfolio, value $2,006,236.

    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 40,709 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,033,007.

    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).