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Disclosery

Compass Financial Services Inc: PREF position timeline

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

Compass Financial Services Inc held 0 PREF shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,975 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,975 shares
    Change vs previous 13F -373 shares

    0.06% of the 13F portfolio, value $111,726.

    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).

  3. period ended2024-12-31
    13F 6,348 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $118,130.

    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).