Compass Ion Advisors, LLC: AVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Ion Advisors, LLC on AVY, newest first. How the timeline and the estimate are built.
Compass Ion Advisors, LLC held 1,427 AVY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 1,427 sharesChange vs previous 13F -1 shares
0.02% of the 13F portfolio, value $231,674.
13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,428 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $246,588.
13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,428 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $259,725.
13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,428 sharesChange vs previous 13F -4 shares
0.02% of the 13F portfolio, value $231,579.
13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,432 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $251,274.
13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,430 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $254,498.
13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,430 sharesChange vs previous 13F -104 shares
0.03% of the 13F portfolio, value $267,596.
13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,534 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $338,646.
13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).