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Compass Ion Advisors, LLC: DEFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Ion Advisors, LLC on DEFR, newest first. How the timeline and the estimate are built.

Compass Ion Advisors, LLC held 205,715 DEFR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,715 shares
    Change vs previous 13F +57,165 shares

    0.47% of the 13F portfolio, value $5,501,993.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, LLC
    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 148,550 shares
    Change vs previous 13F +96,473 shares

    0.38% of the 13F portfolio, value $3,951,237.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, LLC
    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 52,077 shares
    Change vs previous 13F +20,184 shares

    0.13% of the 13F portfolio, value $1,390,977.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, LLC
    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 31,893 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $837,514.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).