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Disclosery

Compass Financial Services Inc: USFR position timeline

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

Compass Financial Services Inc held 51,327 USFR 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 51,327 shares
    Change vs previous 13F +12,336 shares

    0.97% of the 13F portfolio, value $2,584,314.

    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 38,991 shares
    Change vs previous 13F +3,227 shares

    0.85% of the 13F portfolio, value $1,962,812.

    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 35,764 shares
    Change vs previous 13F +2,315 shares

    0.78% of the 13F portfolio, value $1,799,642.

    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 33,449 shares
    Change vs previous 13F -12,200 shares

    0.74% of the 13F portfolio, value $1,681,503.

    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 45,649 shares
    Change vs previous 13F +25,991 shares

    1.11% of the 13F portfolio, value $2,296,582.

    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 19,658 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $989,387.

    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).