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Compass Ion Advisors, LLC: VCSH position timeline

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

Compass Ion Advisors, LLC held 36,280 VCSH 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 36,280 shares
    Change vs previous 13F -3,442 shares

    0.25% of the 13F portfolio, value $2,867,175.

    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 39,722 shares
    Change vs previous 13F -633 shares

    0.3% of the 13F portfolio, value $3,148,730.

    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 40,355 shares
    Change vs previous 13F -1,322 shares

    0.31% of the 13F portfolio, value $3,217,522.

    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 41,677 shares
    Change vs previous 13F -1,042 shares

    0.32% of the 13F portfolio, value $3,331,227.

    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 42,719 shares
    Change vs previous 13F -2,896 shares

    0.37% of the 13F portfolio, value $3,396,184.

    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 45,615 shares
    Change vs previous 13F +2,594 shares

    0.42% of the 13F portfolio, value $3,600,832.

    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 43,021 shares
    Change vs previous 13F -1,279 shares

    0.4% of the 13F portfolio, value $3,356,105.

    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 44,300 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,518,309.

    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).