Compass Financial Services Inc
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,536
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 57 | 267,536 | 13F-HR | Compass Financial Services Inc |
| Q1 2026 | 5/1/2026 | 56 | 230,873 | 13F-HR | Compass Financial Services Inc |
| Q4 2025 | 2/27/2026 | 294 | 232,012 | 13F-HR | Compass Financial Services Inc |
| Q3 2025 | 11/4/2025 | 323 | 226,038 | 13F-HR | Compass Financial Services Inc |
| Q2 2025 | 8/8/2025 | 302 | 206,467 | 13F-HR | Compass Financial Services Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.3 K | 56.9% | 18.13 K | 0 | 18.13 K |
| ETFs | 115.2 K | 43.1% | 18.54 K | 0 | 18.54 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
267,536
Holdings
57
QoQ value change ($000)
36,663
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.