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Disclosery

Compass Financial Services Inc: SPMO position timeline

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

Compass Financial Services Inc held 91,396 SPMO 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 91,396 shares
    Change vs previous 13F +3,040 shares

    5.52% of the 13F portfolio, value $14,764,093.

    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 88,356 shares
    Change vs previous 13F +3,508 shares

    4.29% of the 13F portfolio, value $9,905,688.

    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 84,848 shares
    Change vs previous 13F +4,666 shares

    4.36% of the 13F portfolio, value $10,124,026.

    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 80,182 shares
    Change vs previous 13F +10,531 shares

    4.29% of the 13F portfolio, value $9,706,855.

    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 69,651 shares
    Change vs previous 13F +68,885 shares

    3.79% of the 13F portfolio, value $7,833,582.

    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 766 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $70,916.

    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).