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Compass Financial Group, INC/SD: SPTM position timeline

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

Compass Financial Group, INC/SD held 237,330 SPTM 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 237,330 shares
    Change vs previous 13F -2,688 shares

    2.47% of the 13F portfolio, value $21,547,159.

    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 240,018 shares
    Change vs previous 13F -4,968 shares

    2.65% of the 13F portfolio, value $18,975,800.

    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 244,986 shares
    Change vs previous 13F -5,210 shares

    2.89% of the 13F portfolio, value $20,211,350.

    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 250,196 shares
    Change vs previous 13F -4,396 shares

    3.03% of the 13F portfolio, value $20,178,331.

    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 254,592 shares
    Change vs previous 13F -4,473 shares

    3.13% of the 13F portfolio, value $19,066,365.

    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 259,065 shares
    Change vs previous 13F -3,007 shares

    3.33% of the 13F portfolio, value $17,619,044.

    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 262,072 shares
    Change vs previous 13F -3,210 shares

    3.55% of the 13F portfolio, value $18,719,873.

    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 265,282 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $18,585,720.

    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).