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Disclosery

Compass Financial Group, INC/SD: FNDX position timeline

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

Compass Financial Group, INC/SD held 194,607 FNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 194,607 shares
    Change vs previous 13F +131,450 shares

    0.66% of the 13F portfolio, value $6,124,279.

    13F-HR 0001172661-26-004500 filed by Compass Financial Group, INC/SD
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,157 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,964,187.

    13F-HR 0001172661-26-003062 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).