Compass Financial
Latest statistics and disclosures from Compass Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWV, IWF, JAAA, PRF, and represent 42.02% of Compass Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IEF (+$7.1M), CGCP (+$7.1M), SPAB, USIG, MUB, DFNM, BKLN, DFLV, SPYG, IVV.
- Started 6 new stock positions in SPAB, IEF, BKLN, MUB, USIG, CGCP.
- Reduced shares in these 10 stocks: SH (-$5.8M), SPSB, JPST, AGG, MINT, SUB, VCSH, LDUR, SRLN, IWF.
- Sold out of its position in SH.
- Compass Financial Group was a net buyer of stock by $1.6M.
- Compass Financial Group has $178M in assets under management (AUM), dropping by 7.93%.
- Central Index Key (CIK): 0001666910
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Compass Financial Group holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Compass Financial Group
SEC 13F filings are viewable for Compass Financial Group going back to 2015
- Compass Financial Group 2023 Q4 filed Feb. 2, 2024
- Compass Financial Group 2023 Q3 filed Nov. 3, 2023
- Compass Financial Group 2023 Q2 restated filed Aug. 3, 2023
- Compass Financial Group 2023 Q2 filed Aug. 2, 2023
- Compass Financial Group 2023 Q1 filed May 3, 2023
- Compass Financial Group 2022 Q4 filed Feb. 10, 2023
- Compass Financial Group 2022 Q3 filed Nov. 9, 2022
- Compass Financial Group 2022 Q2 filed Aug. 5, 2022
- Compass Financial Group 2022 Q1 filed May 9, 2022
- Compass Financial Group 2021 Q4 filed Feb. 7, 2022
- Compass Financial Group 2021 Q3 filed Nov. 4, 2021
- Compass Financial Group 2021 Q2 filed Aug. 3, 2021
- Compass Financial Group 2021 Q1 filed May 5, 2021
- Compass Financial Group 2020 Q4 filed Feb. 2, 2021
- Compass Financial Group 2020 Q3 filed Nov. 6, 2020
- Compass Financial Group 2020 Q2 filed Aug. 12, 2020