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Compass Ion Advisors, LLC: FRDM position timeline

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

Compass Ion Advisors, LLC held 288,109 FRDM 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 288,109 shares
    Change vs previous 13F +587 shares

    1.81% of the 13F portfolio, value $21,003,154.

    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 287,522 shares
    Change vs previous 13F +9,811 shares

    1.5% of the 13F portfolio, value $15,713,043.

    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 277,711 shares
    Change vs previous 13F +14,057 shares

    1.36% of the 13F portfolio, value $14,238,256.

    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 263,654 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,682,492.

    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).