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Disclosery

Compass Financial Services Inc: BIL position timeline

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

Compass Financial Services Inc held 82,209 BIL 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 82,209 shares
    Change vs previous 13F +7,566 shares

    2.82% of the 13F portfolio, value $7,533,619.

    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 74,643 shares
    Change vs previous 13F +58 shares

    2.96% of the 13F portfolio, value $6,840,321.

    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 74,585 shares
    Change vs previous 13F -480 shares

    2.94% of the 13F portfolio, value $6,815,541.

    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 75,065 shares
    Change vs previous 13F -5,883 shares

    3.05% of the 13F portfolio, value $6,887,188.

    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 80,948 shares
    Change vs previous 13F +6,548 shares

    3.6% of the 13F portfolio, value $7,425,346.

    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 74,400 shares
    Change vs previous 13F +9,733 shares

    3.58% of the 13F portfolio, value $6,824,666.

    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 64,667 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $5,912,514.

    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).