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Disclosery

Compass Financial Services Inc: SPYG position timeline

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

Compass Financial Services Inc held 55,482 SPYG 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 55,482 shares
    Change vs previous 13F +1,689 shares

    2.47% of the 13F portfolio, value $6,601,772.

    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 53,793 shares
    Change vs previous 13F +5,850 shares

    2.28% of the 13F portfolio, value $5,266,890.

    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 47,943 shares
    Change vs previous 13F +4,561 shares

    2.2% of the 13F portfolio, value $5,115,478.

    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 43,382 shares
    Change vs previous 13F +9,468 shares

    2.01% of the 13F portfolio, value $4,533,885.

    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 33,914 shares
    Change vs previous 13F +3,336 shares

    1.57% of the 13F portfolio, value $3,232,667.

    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 30,578 shares
    Change vs previous 13F +3,438 shares

    1.29% of the 13F portfolio, value $2,457,542.

    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 27,140 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,385,586.

    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).