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Compass Financial Group, INC/SD: VDC position timeline

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

Compass Financial Group, INC/SD held 440,884 VDC 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 440,884 shares
    Change vs previous 13F -8,085 shares

    11.41% of the 13F portfolio, value $99,415,035.

    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 448,969 shares
    Change vs previous 13F -2,174 shares

    14.11% of the 13F portfolio, value $100,833,975.

    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 451,143 shares
    Change vs previous 13F -1,131 shares

    13.61% of the 13F portfolio, value $95,299,381.

    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 452,274 shares
    Change vs previous 13F -6,394 shares

    14.53% of the 13F portfolio, value $96,664,590.

    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 458,668 shares
    Change vs previous 13F -78 shares

    16.47% of the 13F portfolio, value $100,448,275.

    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 458,746 shares
    Change vs previous 13F +883 shares

    18.99% of the 13F portfolio, value $100,382,998.

    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 457,863 shares
    Change vs previous 13F +5,338 shares

    18.35% of the 13F portfolio, value $96,783,165.

    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 452,525 shares
    Change vs previous 13F not available

    19.41% of the 13F portfolio, value $98,867,737.

    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).