• 13F History

Compass Financial Services Inc

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$177M
Signature - Title
Caleb Pearson - CFO
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Compass Financial Services Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Financial Services Inc reported 205 stock holdings with total value $177M as of Q4 2024. Top holdings included SPLG, JPST, DGRW, KNG, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 205 $177M $0 $0 SPLG, JPST, DGRW, KNG, QQQM 13F-HR 1/28/2025, 04:04 PM