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Compass Ion Advisors, LLC: TPL position timeline

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

Compass Ion Advisors, LLC held 25,954 TPL 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 25,954 shares
    Change vs previous 13F +2 shares

    0.98% of the 13F portfolio, value $11,358,340.

    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 25,952 shares
    Change vs previous 13F -468 shares

    1.17% of the 13F portfolio, value $12,315,882.

    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 26,420 shares
    Change vs previous 13F +17,721 shares

    0.72% of the 13F portfolio, value $7,588,309.

    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 8,699 shares
    Change vs previous 13F +589 shares

    0.78% of the 13F portfolio, value $8,121,871.

    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 8,110 shares
    Change vs previous 13F -141 shares

    0.93% of the 13F portfolio, value $8,567,133.

    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 8,251 shares
    Change vs previous 13F -78 shares

    1.29% of the 13F portfolio, value $10,931,917.

    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 8,329 shares
    Change vs previous 13F +110 shares

    1.09% of the 13F portfolio, value $9,211,927.

    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 8,219 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,271,778.

    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).