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Disclosery

Compass Financial Services Inc: EPR position timeline

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

Compass Financial Services Inc held 0 EPR shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -111 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 111 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $5,557.

    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).

  3. period ended2025-09-30
    13F 109 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $6,352.

    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).

  4. period ended2025-06-30
    13F 108 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $6,282.

    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).

  5. period ended2025-03-31
    13F 383 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $20,167.

    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).

  6. period ended2024-12-31
    13F 377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,679.

    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).