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Disclosery

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

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

Compass Financial Group, Inc. (Ohio) held 32,711 SPY 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 32,711 shares
    Change vs previous 13F +669 shares

    16.33% of the 13F portfolio, value $24,427,797.

    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 32,042 shares
    Change vs previous 13F +333 shares

    15.25% of the 13F portfolio, value $20,837,940.

    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 31,709 shares
    Change vs previous 13F not available

    15.83% of the 13F portfolio, value $21,622,954.

    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).