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Disclosery

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

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

Compass Financial Group, Inc. (Ohio) held 742 VHT 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 742 shares
    Change vs previous 13F -1,520 shares

    0.15% of the 13F portfolio, value $221,865.

    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 2,262 shares
    Change vs previous 13F +887 shares

    0.47% of the 13F portfolio, value $637,351.

    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 1,375 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $395,794.

    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).