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Compass Financial Services Inc: DGRO position timeline

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

Compass Financial Services Inc held 11,318 DGRO 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 11,318 shares
    Change vs previous 13F +18 shares

    0.32% of the 13F portfolio, value $857,823.

    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 11,300 shares
    Change vs previous 13F -307 shares

    0.34% of the 13F portfolio, value $793,054.

    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 11,607 shares
    Change vs previous 13F +27 shares

    0.35% of the 13F portfolio, value $805,737.

    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 11,580 shares
    Change vs previous 13F +348 shares

    0.35% of the 13F portfolio, value $788,386.

    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 11,232 shares
    Change vs previous 13F +46 shares

    0.35% of the 13F portfolio, value $718,180.

    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 11,186 shares
    Change vs previous 13F +45 shares

    0.36% of the 13F portfolio, value $691,055.

    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 11,141 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $683,366.

    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).