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Disclosery

Compass Financial Group, INC/SD: PTON position timeline

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

Compass Financial Group, INC/SD held 24,711 PTON 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 24,711 shares
    Change vs previous 13F -5,000 shares

    0.02% of the 13F portfolio, value $146,042.

    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 29,711 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $127,460.

    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 29,711 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $183,020.

    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 29,711 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,399.

    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).