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Disclosery

Compass Financial Services Inc: WTPI position timeline

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

Compass Financial Services Inc held 175,132 WTPI 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 175,132 shares
    Change vs previous 13F +16,209 shares

    2.15% of the 13F portfolio, value $5,742,586.

    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 158,923 shares
    Change vs previous 13F +11,085 shares

    2.2% of the 13F portfolio, value $5,071,243.

    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 147,838 shares
    Change vs previous 13F +12,034 shares

    2.1% of the 13F portfolio, value $4,881,610.

    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 135,804 shares
    Change vs previous 13F +12,324 shares

    2% of the 13F portfolio, value $4,518,196.

    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 123,480 shares
    Change vs previous 13F +120,953 shares

    1.92% of the 13F portfolio, value $3,956,287.

    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 2,527 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $78,700.

    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).