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Compass Financial Services Inc: KNG position timeline

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

Compass Financial Services Inc held 269,549 KNG 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 269,549 shares
    Change vs previous 13F +11,904 shares

    5.09% of the 13F portfolio, value $13,612,269.

    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 257,645 shares
    Change vs previous 13F -93,389 shares

    5.44% of the 13F portfolio, value $12,549,885.

    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 351,034 shares
    Change vs previous 13F -310 shares

    7.44% of the 13F portfolio, value $17,253,301.

    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 351,344 shares
    Change vs previous 13F +15,911 shares

    7.66% of the 13F portfolio, value $17,324,772.

    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 335,433 shares
    Change vs previous 13F +9,001 shares

    7.98% of the 13F portfolio, value $16,469,763.

    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 326,432 shares
    Change vs previous 13F +13,042 shares

    8.66% of the 13F portfolio, value $16,491,344.

    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 313,390 shares
    Change vs previous 13F not available

    8.91% of the 13F portfolio, value $15,735,308.

    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).