Skip to content
Disclosery

Compass Financial Group, INC/SD: SCHZ position timeline

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

Compass Financial Group, INC/SD held 567,608 SCHZ 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 567,608 shares
    Change vs previous 13F +139,543 shares

    1.36% of the 13F portfolio, value $12,544,143.

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

  2. period ended2026-06-30
    13F 428,065 shares
    Change vs previous 13F +140,152 shares

    1.14% of the 13F portfolio, value $9,901,133.

    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 287,913 shares
    Change vs previous 13F +44,987 shares

    0.94% of the 13F portfolio, value $6,685,334.

    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 242,926 shares
    Change vs previous 13F +43,262 shares

    0.81% of the 13F portfolio, value $5,677,183.

    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 199,664 shares
    Change vs previous 13F +36,566 shares

    0.7% of the 13F portfolio, value $4,686,122.

    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 163,098 shares
    Change vs previous 13F +26,134 shares

    0.62% of the 13F portfolio, value $3,790,397.

    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 136,964 shares
    Change vs previous 13F +30,463 shares

    0.6% of the 13F portfolio, value $3,172,100.

    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 106,501 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,417,586.

    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).