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Disclosery

Compass Financial Services Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Financial Services Inc on AAPL, newest first. How the timeline and the estimate are built.

Compass Financial Services Inc held 5,936 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,936 shares
    Change vs previous 13F -3 shares

    0.64% of the 13F portfolio, value $1,717,764.

    13F-HR 0002072075-26-000022 filed by Compass Financial Services Inc
    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 5,939 shares
    Change vs previous 13F +3 shares

    0.65% of the 13F portfolio, value $1,507,435.

    13F-HR 0002072075-26-000006 filed by Compass Financial Services Inc
    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 5,936 shares
    Change vs previous 13F +4 shares

    0.7% of the 13F portfolio, value $1,613,705.

    13F-HR 0002039088-26-000001 filed by Compass Financial Services Inc
    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 5,932 shares
    Change vs previous 13F -245 shares

    0.67% of the 13F portfolio, value $1,510,430.

    13F-HR 0002039088-25-000008 filed by Compass Financial Services Inc
    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 6,177 shares
    Change vs previous 13F +907 shares

    0.61% of the 13F portfolio, value $1,267,400.

    13F-HR 0002039088-25-000007 filed by Compass Financial Services Inc
    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 5,270 shares
    Change vs previous 13F +29 shares

    0.61% of the 13F portfolio, value $1,170,625.

    13F-HR 0002039088-25-000005 filed by Compass Financial Services Inc
    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 5,241 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,312,538.

    13F-HR 0002039088-25-000001 filed by Compass Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).