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Disclosery

Compass Financial Services Inc: IWY position timeline

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

Compass Financial Services Inc held 3,436 IWY 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 3,436 shares
    Change vs previous 13F +1 shares

    0.37% of the 13F portfolio, value $998,649.

    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 3,435 shares
    Change vs previous 13F +1 shares

    0.37% of the 13F portfolio, value $854,795.

    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 3,434 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $951,054.

    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 3,433 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $939,434.

    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 3,432 shares
    Change vs previous 13F +932 shares

    0.41% of the 13F portfolio, value $845,976.

    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 2,500 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $527,363.

    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 2,498 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $587,728.

    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).