Filer Snapshot

Compass Financial Services Inc

CIK 0002039088. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

6

Latest Filing

01 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0002039088.

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Business address
4801 Westown Parkway, West Des Moines, IA, 50266
Top securities (13F)
STATE STREET, JPMORGAN, WISDOMTREE US, INVESCO NASDAQ, FIRST TRUST, JPMORGAN, STATE STREET, INVESCO S&P, FIRST TRUST, FIRST TRUST, STATE STREET, JPMORGAN HEDGED, ISHARES CORE, GLOBAL X, STATE STREET, WISDOMTREE EQUITY, FIRST TRUST, GLOBAL X, INVESCO S&P, and FIRST TRUST
State of incorporation
IA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Compass Financial Services Inc

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $228.75M across 56 reported holdings for Q1 2026.
  • Largest parsed 13F holding: STATE STREET at $36.29M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 56 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 01 May 2026

Latest update

What changed recently for Compass Financial Services Inc

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

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Benchmark Context

Benchmark context for this company

Compass Financial Services Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Compass Financial Services Inc has filed 6 SEC EDGAR filings since 28 Jan 2025. Common forms include 13F-HR.

Compass Financial Services Inc SEC filings Compass Financial Services Inc 13F portfolio

Latest Filings

Recent SEC filings for Compass Financial Services Inc with direct links to document and filing folders.

13F-HR File 028-24639

13F-HR filing

Filing date
01 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-24639

13F-HR filing

Filing date
27 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-24639

13F-HR filing

Filing date
04 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR File 028-24639

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-24639

13F-HR filing

Filing date
10 Jun 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-24639

13F-HR filing

Filing date
28 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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About this filer

Compass Financial Services Inc files with the SEC under CIK 0002039088. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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