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CIK 0001964835 • 6 13F filings • May 13, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("compass-financial-group-inc-sd-0001964835-filer","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 5 quarters
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004404 |
| $665.3M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003062 | $871.5M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002665 | $609.8M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001559 | $714.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001786 | $528.6M | View |