Skip to content
Disclosery

Compass Financial Services Inc: VYM position timeline

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

Compass Financial Services Inc held 14,436 VYM 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 14,436 shares
    Change vs previous 13F +72 shares

    0.85% of the 13F portfolio, value $2,281,278.

    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 14,364 shares
    Change vs previous 13F +40 shares

    0.92% of the 13F portfolio, value $2,127,341.

    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 14,324 shares
    Change vs previous 13F +588 shares

    0.89% of the 13F portfolio, value $2,055,729.

    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 13,736 shares
    Change vs previous 13F +136 shares

    0.86% of the 13F portfolio, value $1,936,140.

    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 13,600 shares
    Change vs previous 13F +1,302 shares

    0.88% of the 13F portfolio, value $1,812,987.

    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 12,298 shares
    Change vs previous 13F +1,474 shares

    0.83% of the 13F portfolio, value $1,585,982.

    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 10,824 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,381,059.

    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).