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Disclosery

Compass Financial Services Inc: IVW position timeline

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

Compass Financial Services Inc held 0 IVW 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 -391 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 391 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $48,208.

    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 472 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $56,958.

    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 391 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $42,995.

    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 390 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $36,223.

    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 390 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,586.

    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).