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Compass Ion Advisors, LLC: TCAF position timeline

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

Compass Ion Advisors, LLC held 74,987 TCAF 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 74,987 shares
    Change vs previous 13F -896 shares

    0.27% of the 13F portfolio, value $3,081,956.

    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 75,883 shares
    Change vs previous 13F -966 shares

    0.26% of the 13F portfolio, value $2,700,668.

    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 76,849 shares
    Change vs previous 13F -2,459 shares

    0.28% of the 13F portfolio, value $2,937,162.

    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 79,308 shares
    Change vs previous 13F -313 shares

    0.29% of the 13F portfolio, value $2,989,910.

    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 79,621 shares
    Change vs previous 13F -9,861 shares

    0.3% of the 13F portfolio, value $2,809,028.

    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 89,482 shares
    Change vs previous 13F -2,477 shares

    0.34% of the 13F portfolio, value $2,888,474.

    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 91,959 shares
    Change vs previous 13F -1,874 shares

    0.36% of the 13F portfolio, value $3,059,460.

    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 93,833 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,119,952.

    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).