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Disclosery

Compass Financial Group, Inc.: XLU position timeline

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

Compass Financial Group, Inc. held 47,429 XLU 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 47,429 shares
    Change vs previous 13F -27 shares

    0.91% of the 13F portfolio, value $2,150,431.

    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 47,456 shares
    Change vs previous 13F +201 shares

    0.98% of the 13F portfolio, value $2,177,756.

    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 47,255 shares
    Change vs previous 13F +23,459 shares

    0.89% of the 13F portfolio, value $2,017,316.

    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 23,796 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,075,249.

    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).