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Disclosery

Compass Financial Services Inc: VLU position timeline

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

Compass Financial Services Inc held 48,951 VLU 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 48,951 shares
    Change vs previous 13F +1,796 shares

    4.36% of the 13F portfolio, value $11,660,459.

    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 47,155 shares
    Change vs previous 13F -2,049 shares

    4.39% of the 13F portfolio, value $10,137,314.

    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 49,204 shares
    Change vs previous 13F +171 shares

    4.47% of the 13F portfolio, value $10,364,307.

    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 49,033 shares
    Change vs previous 13F -1,394 shares

    4.43% of the 13F portfolio, value $10,008,752.

    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 50,427 shares
    Change vs previous 13F -5,990 shares

    4.69% of the 13F portfolio, value $9,689,558.

    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 56,417 shares
    Change vs previous 13F +359 shares

    5.44% of the 13F portfolio, value $10,370,564.

    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 56,058 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $10,317,340.

    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).