Compass Financial Services Inc: XMHQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Financial Services Inc on XMHQ, newest first. How the timeline and the estimate are built.
Compass Financial Services Inc held 2,144 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,144 sharesChange vs previous 13F +1 shares
0.09% of the 13F portfolio, value $242,067.
13F-HR 0002072075-26-000022 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,143 sharesChange vs previous 13F -46 shares
0.1% of the 13F portfolio, value $221,582.
13F-HR 0002072075-26-000006 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,189 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $224,168.
13F-HR 0002039088-26-000001 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,188 sharesChange vs previous 13F -1,623 shares
0.1% of the 13F portfolio, value $229,613.
13F-HR 0002039088-25-000008 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,811 sharesChange vs previous 13F -1,283 shares
0.18% of the 13F portfolio, value $374,415.
13F-HR 0002039088-25-000007 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,094 sharesChange vs previous 13F -215 shares
0.24% of the 13F portfolio, value $466,293.
13F-HR 0002039088-25-000005 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,309 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $522,770.
13F-HR 0002039088-25-000001 filed by Compass Financial Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).