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Disclosery

Compass Financial Services Inc: SPY position timeline

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

Compass Financial Services Inc held 1,675 SPY 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 1,675 shares
    Change vs previous 13F -32 shares

    0.47% of the 13F portfolio, value $1,250,533.

    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 1,707 shares
    Change vs previous 13F +9 shares

    0.48% of the 13F portfolio, value $1,110,402.

    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 1,698 shares
    Change vs previous 13F -64 shares

    0.5% of the 13F portfolio, value $1,158,082.

    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 1,762 shares
    Change vs previous 13F +3 shares

    0.52% of the 13F portfolio, value $1,173,647.

    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 1,759 shares
    Change vs previous 13F +4 shares

    0.53% of the 13F portfolio, value $1,086,544.

    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 1,755 shares
    Change vs previous 13F +152 shares

    0.52% of the 13F portfolio, value $981,595.

    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 1,603 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $939,393.

    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).