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Disclosery

Compass Financial Group, Inc. (Ohio): IWM position timeline

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

Compass Financial Group, Inc. (Ohio) held 1,284 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,284 shares
    Change vs previous 13F -410 shares

    0.26% of the 13F portfolio, value $385,778.

    13F-HR 0002115210-26-000013 filed by Compass Financial Group, Inc. (Ohio)
    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 1,694 shares
    Change vs previous 13F -510 shares

    0.31% of the 13F portfolio, value $420,112.

    13F-HR 0002115210-26-000011 filed by Compass Financial Group, Inc. (Ohio)
    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 2,204 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $542,537.

    13F-HR 0002063364-26-000082 filed by Compass Financial Group, Inc. (Ohio)
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).