Position in HOMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$203,418
+$1,781 QoQ
Shares Held
7,125
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#273
of 375 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOMB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Compass Ion Advisors, LLC holds $2,708,054 across 3 Banks - Regional names. HOMB ranks #3 (7.5% of the industry book) .
All Filings in HOMB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,418 | 7,125 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $201,637 | 7,125 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $202,777 | 7,125 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $201,423 | 7,125 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $201,637 | 7,125 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||