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Disclosery

Compass Financial Services Inc: DIVB position timeline

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

Compass Financial Services Inc held 121,351 DIVB 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 121,351 shares
    Change vs previous 13F +6,217 shares

    2.79% of the 13F portfolio, value $7,475,206.

    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 115,134 shares
    Change vs previous 13F -39,124 shares

    2.69% of the 13F portfolio, value $6,211,491.

    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 154,258 shares
    Change vs previous 13F +12,325 shares

    3.53% of the 13F portfolio, value $8,198,820.

    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 141,933 shares
    Change vs previous 13F +24,576 shares

    3.28% of the 13F portfolio, value $7,415,993.

    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 117,357 shares
    Change vs previous 13F +12,607 shares

    2.86% of the 13F portfolio, value $5,905,429.

    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 104,750 shares
    Change vs previous 13F +12,074 shares

    2.67% of the 13F portfolio, value $5,082,481.

    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 92,676 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,392,859.

    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).