COMPASS CAPITAL CORP /MA/ /ADV historic quarter change: Foreign Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, COMPASS CAPITAL CORP /MA/ /ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 749763), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NCM Capital Management, LLC | United States | $0.279B | 185 |
| Colonial River Investments, LLC | United States | $0.279B | 229 |
| Ketron Financial | United States | $0.279B | 55 |
| ELEVATION WEALTH PARTNERS, LLC | United States | $0.279B | 1,076 |
| BALANCED WEALTH GROUP LLC | United States | $0.279B | 73 |
| Murphy Pohlad Asset Management LLC | United States | $0.279B | 134 |
| Clarus Group, Inc. | United States | $0.279B | 113 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | United States | $0.279B | 80 |
| New Insight Wealth Advisors | United States | $0.279B | 107 |
| David Kennon Inc | United States | $0.279B | 41 |