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Compass Ion Advisors, LLC: UVSP position timeline

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

Compass Ion Advisors, LLC held 37,255 UVSP 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 37,255 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $1,629,907.

    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 37,252 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $1,276,237.

    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 37,248 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $1,219,492.

    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 37,243 shares
    Change vs previous 13F +99 shares

    0.11% of the 13F portfolio, value $1,118,050.

    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 37,144 shares
    Change vs previous 13F +97 shares

    0.12% of the 13F portfolio, value $1,115,817.

    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 37,047 shares
    Change vs previous 13F +91 shares

    0.12% of the 13F portfolio, value $1,050,666.

    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 36,956 shares
    Change vs previous 13F +92 shares

    0.13% of the 13F portfolio, value $1,090,574.

    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 36,864 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,037,354.

    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).