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Compass Financial Group, INC/SD: SCHD position timeline

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

Compass Financial Group, INC/SD held 162,455 SCHD 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 162,455 shares
    Change vs previous 13F -16,486 shares

    0.57% of the 13F portfolio, value $5,284,652.

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

  2. period ended2026-06-30
    13F 178,941 shares
    Change vs previous 13F -42 shares

    0.65% of the 13F portfolio, value $5,674,229.

    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 178,983 shares
    Change vs previous 13F +37,573 shares

    0.77% of the 13F portfolio, value $5,491,211.

    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 141,410 shares
    Change vs previous 13F +1,815 shares

    0.55% of the 13F portfolio, value $3,878,878.

    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 139,595 shares
    Change vs previous 13F +261 shares

    0.57% of the 13F portfolio, value $3,810,940.

    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 139,334 shares
    Change vs previous 13F +3,699 shares

    0.61% of the 13F portfolio, value $3,692,341.

    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 135,635 shares
    Change vs previous 13F +3,528 shares

    0.72% of the 13F portfolio, value $3,792,357.

    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 132,107 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,609,176.

    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).