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Disclosery

Compass Ion Advisors, LLC: VFH position timeline

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

Compass Ion Advisors, LLC held 3,012 VFH 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 3,012 shares
    Change vs previous 13F -272 shares

    0.03% of the 13F portfolio, value $396,380.

    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 3,284 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $396,768.

    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 3,284 shares
    Change vs previous 13F -160 shares

    0.04% of the 13F portfolio, value $438,382.

    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 3,444 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $451,991.

    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 3,482 shares
    Change vs previous 13F -162 shares

    0.05% of the 13F portfolio, value $443,259.

    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 3,644 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $435,349.

    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 3,644 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $430,248.

    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 3,644 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $400,513.

    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).