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Disclosery

Compass Financial Services Inc: HELO position timeline

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

Compass Financial Services Inc held 109,761 HELO 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 109,761 shares
    Change vs previous 13F +12,135 shares

    2.77% of the 13F portfolio, value $7,417,642.

    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 97,626 shares
    Change vs previous 13F +65,529 shares

    2.7% of the 13F portfolio, value $6,239,296.

    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 32,097 shares
    Change vs previous 13F +1,564 shares

    0.92% of the 13F portfolio, value $2,132,204.

    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 30,533 shares
    Change vs previous 13F +5,092 shares

    0.88% of the 13F portfolio, value $1,984,626.

    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 25,441 shares
    Change vs previous 13F +24,366 shares

    0.77% of the 13F portfolio, value $1,592,109.

    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 1,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $64,156.

    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).