Skip to content
Disclosery

Compass Ion Advisors, LLC: SCHD position timeline

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

Compass Ion Advisors, LLC held 39,137 SCHD 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 39,137 shares
    Change vs previous 13F +98 shares

    0.11% of the 13F portfolio, value $1,241,049.

    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 39,039 shares
    Change vs previous 13F -598 shares

    0.11% of the 13F portfolio, value $1,197,726.

    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 39,637 shares
    Change vs previous 13F -2,990 shares

    0.1% of the 13F portfolio, value $1,087,233.

    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 42,627 shares
    Change vs previous 13F -2,271 shares

    0.11% of the 13F portfolio, value $1,163,723.

    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 44,898 shares
    Change vs previous 13F +339 shares

    0.13% of the 13F portfolio, value $1,189,787.

    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 44,559 shares
    Change vs previous 13F -6,309 shares

    0.15% of the 13F portfolio, value $1,245,870.

    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 50,868 shares
    Change vs previous 13F +34,567 shares

    0.16% of the 13F portfolio, value $1,389,723.

    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 16,301 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,377,948.

    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).