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Disclosery

Compass Financial Services Inc: QQQM position timeline

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

Compass Financial Services Inc held 59,196 QQQM 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 59,196 shares
    Change vs previous 13F +1,485 shares

    6.7% of the 13F portfolio, value $17,934,679.

    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 57,711 shares
    Change vs previous 13F -201 shares

    5.94% of the 13F portfolio, value $13,713,412.

    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 57,912 shares
    Change vs previous 13F +1,920 shares

    6.31% of the 13F portfolio, value $14,647,020.

    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 55,992 shares
    Change vs previous 13F +2,747 shares

    6.12% of the 13F portfolio, value $13,836,576.

    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 53,245 shares
    Change vs previous 13F -2,314 shares

    5.86% of the 13F portfolio, value $12,092,035.

    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 55,559 shares
    Change vs previous 13F +2,845 shares

    5.63% of the 13F portfolio, value $10,723,982.

    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 52,714 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $11,093,539.

    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).