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CIK 0002115210 • 4 13F filings • Mar 4, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("compass-financial-group-inc-ohio","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| 13F-HR |
| 0002115210-26-000013 |
| $149.6M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0002115210-26-000011 | $136.6M | View |