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Compass Ion Advisors, LLC: VOO position timeline

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

Compass Ion Advisors, LLC held 3,881 VOO 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 3,881 shares
    Change vs previous 13F +41 shares

    0.23% of the 13F portfolio, value $2,665,738.

    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 3,840 shares
    Change vs previous 13F +230 shares

    0.22% of the 13F portfolio, value $2,294,616.

    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 3,610 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $2,264,195.

    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 3,606 shares
    Change vs previous 13F +344 shares

    0.21% of the 13F portfolio, value $2,208,328.

    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 3,262 shares
    Change vs previous 13F +511 shares

    0.2% of the 13F portfolio, value $1,852,763.

    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 2,751 shares
    Change vs previous 13F -181 shares

    0.17% of the 13F portfolio, value $1,413,791.

    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 2,932 shares
    Change vs previous 13F +106 shares

    0.19% of the 13F portfolio, value $1,579,781.

    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 2,826 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,490,999.

    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).