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Compass Financial Group, INC/SD: IVV position timeline

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

Compass Financial Group, INC/SD held 468 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $350,481.

    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 §4.2).

  2. period ended2026-03-31
    13F 468 shares
    Change vs previous 13F -22 shares

    0.04% of the 13F portfolio, value $305,702.

    13F-HR 0001172661-26-001559 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 §4.2).

  3. period ended2025-12-31
    13F 490 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $335,621.

    13F-HR 0001172661-26-000314 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 §4.2).

  4. period ended2025-09-30
    13F 467 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $312,563.

    13F-HR 0001172661-25-004404 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 §4.2).

  5. period ended2025-06-30
    13F 467 shares
    Change vs previous 13F -38 shares

    0.05% of the 13F portfolio, value $289,960.

    13F-HR 0001172661-25-002665 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 §4.2).

  6. period ended2025-03-31
    13F 505 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $283,760.

    13F-HR 0001172661-25-001786 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 §4.2).

  7. period ended2024-12-31
    13F 499 shares
    Change vs previous 13F +38 shares

    0.06% of the 13F portfolio, value $293,751.

    13F-HR 0001172661-25-000422 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 §4.2).

  8. period ended2024-09-30
    13F 461 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $265,914.

    13F-HR 0001172661-24-004526 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 §4.2).