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Compass Ion Advisors, LLC: VT position timeline

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

Compass Ion Advisors, LLC held 70,059 VT 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 70,059 shares
    Change vs previous 13F -4,574 shares

    0.95% of the 13F portfolio, value $10,995,721.

    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 74,633 shares
    Change vs previous 13F -715 shares

    0.98% of the 13F portfolio, value $10,323,175.

    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 75,348 shares
    Change vs previous 13F +2,758 shares

    1.01% of the 13F portfolio, value $10,628,548.

    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 72,590 shares
    Change vs previous 13F +996 shares

    0.96% of the 13F portfolio, value $10,002,924.

    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 71,594 shares
    Change vs previous 13F +13,190 shares

    1% of the 13F portfolio, value $9,201,207.

    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 58,404 shares
    Change vs previous 13F -1,034 shares

    0.8% of the 13F portfolio, value $6,771,985.

    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 59,438 shares
    Change vs previous 13F +623 shares

    0.83% of the 13F portfolio, value $6,982,751.

    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 58,815 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,040,146.

    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).