Compass Financial Services IncETFConcentrated trader

CIK: 0002039088 | WEST DES MOINES, IA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	57	$267.5M	2026-07-24	SEC ↗
Q1 2026	13F-HR	56	$230.9M	2026-05-01	SEC ↗
Q4 2025	13F-HR	294	$232.0M	2026-02-27	SEC ↗
Q3 2025	13F-HR	323	$226.0M	2025-11-04	SEC ↗
Q2 2025	13F-HR	302	$206.5M	2025-08-08	SEC ↗
Q1 2025	13F-HR	291	$190.5M	2025-06-10	SEC ↗
Q4 2024	13F-HR	205	$176.6M	2025-01-28	SEC ↗