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Compass Ion Advisors, LLC: IUSB position timeline

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

Compass Ion Advisors, LLC held 1,789,088 IUSB 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 1,789,088 shares
    Change vs previous 13F +33,700 shares

    7.12% of the 13F portfolio, value $82,566,387.

    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 1,755,388 shares
    Change vs previous 13F +66,698 shares

    7.73% of the 13F portfolio, value $81,081,363.

    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 1,688,690 shares
    Change vs previous 13F +107,604 shares

    7.49% of the 13F portfolio, value $78,591,640.

    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 1,581,086 shares
    Change vs previous 13F +80,618 shares

    7.12% of the 13F portfolio, value $73,852,511.

    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 1,500,468 shares
    Change vs previous 13F +82,483 shares

    7.51% of the 13F portfolio, value $69,366,644.

    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 1,417,985 shares
    Change vs previous 13F +202,670 shares

    7.7% of the 13F portfolio, value $65,340,772.

    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 1,215,315 shares
    Change vs previous 13F +62,050 shares

    6.52% of the 13F portfolio, value $54,932,220.

    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 1,153,265 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $54,341,837.

    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).