Compass Financial Services Inc: MSFT position timeline

Compass Financial Services Inc held 1,953 MSFT 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 1,953 shares

   Change vs previous 13F -29 shares

   0.27% of the 13F portfolio, value $728,355.

   13F-HR 0002072075-26-000022 filed by Compass Financial Services Inc
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,982 shares

   Change vs previous 13F +124 shares

   0.32% of the 13F portfolio, value $733,682.

   13F-HR 0002072075-26-000006 filed by Compass Financial Services Inc
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,858 shares

   Change vs previous 13F +1 shares

   0.39% of the 13F portfolio, value $898,800.

   13F-HR 0002039088-26-000001 filed by Compass Financial Services Inc
   Filed 2026-02-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,857 shares

   Change vs previous 13F -209 shares

   0.43% of the 13F portfolio, value $961,931.

   13F-HR 0002039088-25-000008 filed by Compass Financial Services Inc
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,066 shares

   Change vs previous 13F +117 shares

   0.5% of the 13F portfolio, value $1,027,513.

   13F-HR 0002039088-25-000007 filed by Compass Financial Services Inc
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,949 shares

   Change vs previous 13F +1,014 shares

   0.38% of the 13F portfolio, value $731,652.

   13F-HR 0002039088-25-000005 filed by Compass Financial Services Inc
   Filed 2025-06-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 935 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $394,199.

   13F-HR 0002039088-25-000001 filed by Compass Financial Services Inc
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).