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Disclosery

Compass Financial Services Inc: RDVY position timeline

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

Compass Financial Services Inc held 136,465 RDVY 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 136,465 shares
    Change vs previous 13F +5,791 shares

    4.13% of the 13F portfolio, value $11,061,885.

    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 130,674 shares
    Change vs previous 13F +130,383 shares

    3.86% of the 13F portfolio, value $8,922,448.

    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 291 shares
    Change vs previous 13F -227 shares

    0.01% of the 13F portfolio, value $20,208.

    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 518 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $34,827.

    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 453 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $28,408.

    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 452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,434.

    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).