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Compass Ion Advisors, LLC: INFL position timeline

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

Compass Ion Advisors, LLC held 34,188 INFL 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 34,188 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $1,705,314.

    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 34,183 shares
    Change vs previous 13F -2,200 shares

    0.17% of the 13F portfolio, value $1,779,589.

    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 36,383 shares
    Change vs previous 13F -2,391 shares

    0.15% of the 13F portfolio, value $1,617,568.

    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 38,774 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $1,733,013.

    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).

  5. period ended2025-06-30
    13F 38,766 shares
    Change vs previous 13F -447 shares

    0.18% of the 13F portfolio, value $1,634,758.

    13F-HR 0001085146-25-003765 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).

  6. period ended2025-03-31
    13F 39,213 shares
    Change vs previous 13F +82 shares

    0.19% of the 13F portfolio, value $1,593,993.

    13F-HR 0001085146-25-002213 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).

  7. period ended2024-12-31
    13F 39,131 shares
    Change vs previous 13F -280 shares

    0.18% of the 13F portfolio, value $1,490,105.

    13F-HR 0001085146-25-000968 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).

  8. period ended2024-09-30
    13F 39,411 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,481,474.

    13F-HR 0001085146-24-004999 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).