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Disclosery

Compass Financial Services Inc: FDL position timeline

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

Compass Financial Services Inc held 173,592 FDL 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 173,592 shares
    Change vs previous 13F +8,314 shares

    3.16% of the 13F portfolio, value $8,446,978.

    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 165,278 shares
    Change vs previous 13F +29,123 shares

    3.64% of the 13F portfolio, value $8,396,158.

    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 136,155 shares
    Change vs previous 13F +9,256 shares

    2.6% of the 13F portfolio, value $6,037,087.

    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 126,899 shares
    Change vs previous 13F +15,178 shares

    2.44% of the 13F portfolio, value $5,508,686.

    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 111,721 shares
    Change vs previous 13F +10,995 shares

    2.27% of the 13F portfolio, value $4,677,743.

    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 100,726 shares
    Change vs previous 13F +5,847 shares

    2.3% of the 13F portfolio, value $4,375,520.

    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 94,879 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,819,842.

    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).