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Compass Financial Group, INC/SD: NZF position timeline

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

Compass Financial Group, INC/SD held 132,562 NZF 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 132,562 shares
    Change vs previous 13F -32,009 shares

    0.16% of the 13F portfolio, value $1,435,649.

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

  2. period ended2026-06-30
    13F 164,571 shares
    Change vs previous 13F +567 shares

    0.24% of the 13F portfolio, value $2,086,764.

    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).

  3. period ended2026-03-31
    13F 164,004 shares
    Change vs previous 13F +1,015 shares

    0.28% of the 13F portfolio, value $1,997,569.

    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).

  4. period ended2025-12-31
    13F 162,989 shares
    Change vs previous 13F +2,051 shares

    0.29% of the 13F portfolio, value $2,050,397.

    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).

  5. period ended2025-09-30
    13F 160,938 shares
    Change vs previous 13F -1,267 shares

    0.3% of the 13F portfolio, value $2,021,386.

    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).

  6. period ended2025-06-30
    13F 162,205 shares
    Change vs previous 13F +79,818 shares

    0.32% of the 13F portfolio, value $1,933,483.

    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).

  7. period ended2025-03-31
    13F 82,387 shares
    Change vs previous 13F -7,728 shares

    0.19% of the 13F portfolio, value $1,007,599.

    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).

  8. period ended2024-12-31
    13F 90,115 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,096,710.

    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).