Compass Financial Services Inc
Position in VLU — State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
CIK 2039088
WEST DES MOINES, IA
All Filings in VLU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VLU | $10,137,381 | 47,155 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 VLU | $10,364,330 | 49,204 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 VLU | $10,008,615 | 49,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 VLU | $9,689,548 | 50,427 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 VLU | $10,370,572 | 56,417 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 VLU | $10,317,474 | 56,058 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||