Skip to content
Disclosery

COMPASS FINANCIAL MANAGEMENT LLC: UTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMPASS FINANCIAL MANAGEMENT LLC on UTF, newest first. How the timeline and the estimate are built.

COMPASS FINANCIAL MANAGEMENT LLC held 6,767 UTF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,767 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $186,683.

    13F-HR 0002148724-26-000001 filed by COMPASS FINANCIAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).