Compass Financial Services Inc: DGRW position timeline

Compass Financial Services Inc held 231,370 DGRW 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 231,370 shares

   Change vs previous 13F +3,746 shares

   8.27% of the 13F portfolio, value $22,123,535.

   13F-HR 0002072075-26-000022 filed by Compass Financial Services Inc
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 227,624 shares

   Change vs previous 13F -97,928 shares

   8.66% of the 13F portfolio, value $19,994,506.

   13F-HR 0002072075-26-000006 filed by Compass Financial Services Inc
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 325,552 shares

   Change vs previous 13F +2,050 shares

   12.55% of the 13F portfolio, value $29,114,080.

   13F-HR 0002039088-26-000001 filed by Compass Financial Services Inc
   Filed 2026-02-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 323,502 shares

   Change vs previous 13F +18,501 shares

   12.73% of the 13F portfolio, value $28,778,744.

   13F-HR 0002039088-25-000008 filed by Compass Financial Services Inc
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 305,001 shares

   Change vs previous 13F +5,782 shares

   12.37% of the 13F portfolio, value $25,540,796.

   13F-HR 0002039088-25-000007 filed by Compass Financial Services Inc
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 299,219 shares

   Change vs previous 13F -11,581 shares

   12.54% of the 13F portfolio, value $23,895,625.

   13F-HR 0002039088-25-000005 filed by Compass Financial Services Inc
   Filed 2025-06-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2024-12-31

   13F 310,800 shares

   Change vs previous 13F not available

   14.24% of the 13F portfolio, value $25,153,039.

   13F-HR 0002039088-25-000001 filed by Compass Financial Services Inc
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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