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Compass Ion Advisors, LLC: SCHB position timeline

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

Compass Ion Advisors, LLC held 187,520 SCHB 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 187,520 shares
    Change vs previous 13F -881 shares

    0.47% of the 13F portfolio, value $5,430,574.

    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 188,401 shares
    Change vs previous 13F -1,260 shares

    0.45% of the 13F portfolio, value $4,728,857.

    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 189,661 shares
    Change vs previous 13F +243 shares

    0.47% of the 13F portfolio, value $4,974,808.

    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 189,418 shares
    Change vs previous 13F -3,624 shares

    0.47% of the 13F portfolio, value $4,869,927.

    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 193,042 shares
    Change vs previous 13F -3,499 shares

    0.5% of the 13F portfolio, value $4,600,202.

    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 196,541 shares
    Change vs previous 13F +11,147 shares

    0.5% of the 13F portfolio, value $4,231,521.

    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 185,394 shares
    Change vs previous 13F +124,112 shares

    0.5% of the 13F portfolio, value $4,208,435.

    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 61,282 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,076,455.

    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).